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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,603 | $107,809-83.7% | $90,657-80.6% | $135,380-87.0% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -8.76% | -0.90%-7.9pp | 1.89%-10.6pp | 519.81%-528.6pp |
| Employer contribution / active EE | $12,291 | $3,018+307.3% | $2,532+385.5% | $4,779+157.2% |
| Participant deferral / active EE | $1,302 | $3,872-66.4% | $3,424-62.0% | $5,609-76.8% |
| Admin fee / account holder | $100 | $5,931-98.3% | $4,994-98.0% | $10,828-99.1% |