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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,534 | $107,809-61.5% | $90,657-54.2% | $135,379-69.3% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -3.11% | -0.90%-2.2pp | 1.89%-5.0pp | 519.79%-522.9pp |
| Employer contribution / active EE | $12,787 | $3,018+323.7% | $2,532+405.1% | $4,779+167.6% |
| Participant deferral / active EE | $5,894 | $3,872+52.2% | $3,424+72.1% | $5,609+5.1% |
| Admin fee / account holder | $157 | $5,931-97.3% | $4,994-96.8% | $10,828-98.5% |