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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,173 | $54,355-35.3% | $82,744-57.5% | $68,486-48.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -17.00% | -13.67%-3.3pp | 702.22%-719.2pp | -7.85%-9.1pp |
| Employer contribution / active EE | $9,341 | $2,219+321.0% | $3,008+210.5% | $2,597+259.7% |
| Participant deferral / active EE | $2,623 | $3,246-19.2% | $4,395-40.3% | $4,028-34.9% |
| Admin fee / account holder | $3 | $4,397-99.9% | $5,325-99.9% | $5,404-99.9% |