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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,173 | $54,357-35.3% | $82,706-57.5% | $68,495-48.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 72.6%+27.4pp | 67.9%+32.1pp |
| Annual return | -17.00% | -13.67%-3.3pp | 701.76%-718.8pp | -7.84%-9.2pp |
| Employer contribution / active EE | $9,341 | $2,218+321.1% | $3,007+210.6% | $2,596+259.8% |
| Participant deferral / active EE | $2,623 | $3,246-19.2% | $4,394-40.3% | $4,028-34.9% |
| Admin fee / account holder | $3 | $4,396-99.9% | $5,329-99.9% | $5,403-99.9% |