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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,312 | $167,504-83.1% | $151,628-81.3% | $134,509-79.0% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -17.60% | 7.81%-25.4pp | 3.34%-20.9pp | 418.13%-435.7pp |
| Employer contribution / active EE | $2,643 | $6,828-61.3% | $6,165-57.1% | $4,741-44.2% |
| Participant deferral / active EE | $7,751 | $8,985-13.7% | $8,363-7.3% | $6,400+21.1% |
| Admin fee / account holder | $199 | $13,779-98.6% | $11,613-98.3% | $11,427-98.3% |