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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,782 | $87,546-54.6% | $75,784-47.5% | $125,389-68.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.24% | 13.49%-15.7pp | 9.68%-11.9pp | 282.24%-284.5pp |
| Employer contribution / active EE | $10,957 | $3,930+178.8% | $3,323+229.7% | $4,866+125.2% |
| Participant deferral / active EE | $10,000 | $4,230+136.4% | $3,652+173.8% | $5,352+86.9% |
| Admin fee / account holder | $93 | $6,503-98.6% | $5,300-98.2% | $9,541-99.0% |