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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,736 | $100,811-36.8% | $86,698-26.5% | $134,545-52.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.41% | 29.11%-44.5pp | 35.96%-51.4pp | 418.37%-433.8pp |
| Employer contribution / active EE | $2,900 | $3,490-16.9% | $2,837+2.2% | $4,742-38.8% |
| Participant deferral / active EE | $3,977 | $5,339-25.5% | $4,656-14.6% | $6,401-37.9% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |