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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,217 | $142,392-78.8% | $119,622-74.7% | $134,532-77.5% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -12.95% | -12.46%-0.5pp | -14.98%+2.0pp | 418.27%-431.2pp |
| Employer contribution / active EE | $5,400 | $5,224+3.4% | $4,232+27.6% | $4,741+13.9% |
| Participant deferral / active EE | $13,500 | $6,467+108.7% | $5,601+141.0% | $6,401+110.9% |
| Admin fee / account holder | $57 | $13,593-99.6% | $10,328-99.5% | $11,429-99.5% |