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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,167 | $100,805-75.0% | $86,698-71.0% | $134,532-81.3% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.88% | 29.09%-49.0pp | 35.95%-55.8pp | 418.27%-438.1pp |
| Employer contribution / active EE | $4,400 | $3,490+26.1% | $2,837+55.1% | $4,741-7.2% |
| Participant deferral / active EE | $2,200 | $5,339-58.8% | $4,656-52.8% | $6,401-65.6% |
| Admin fee / account holder | $101 | $10,925-99.1% | $7,493-98.7% | $11,429-99.1% |