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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,731 | $27,639-68.4% | $61,501-85.8% | $68,490-87.3% |
| Participation rate | 100.0% | 39.5%+60.5pp | 52.6%+47.4pp | 67.9%+32.1pp |
| Annual return | -20.35% | -13.19%-7.2pp | 339.04%-359.4pp | -7.85%-12.5pp |
| Employer contribution / active EE | $1,870 | $696+168.6% | $1,160+61.2% | $2,597-28.0% |
| Participant deferral / active EE | $1,047 | $1,264-17.2% | $2,125-50.7% | $4,028-74.0% |
| Admin fee / account holder | $170 | $2,012-91.6% | $2,132-92.0% | $5,403-96.9% |