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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,883 | $95,915-75.1% | $79,580-70.0% | $134,532-82.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -14.26% | -2.71%-11.5pp | 0.15%-14.4pp | 418.27%-432.5pp |
| Employer contribution / active EE | $5,000 | $3,129+59.8% | $2,413+107.2% | $4,741+5.5% |
| Participant deferral / active EE | $3,007 | $4,693-35.9% | $3,985-24.6% | $6,401-53.0% |
| Admin fee / account holder | $52 | $9,132-99.4% | $6,835-99.2% | $11,429-99.5% |