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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,576 | $158,852-60.6% | $121,220-48.4% | $135,379-53.8% |
| Participation rate | 100.0% | 79.3%+20.7pp | 71.8%+28.2pp | 82.6%+17.4pp |
| Annual return | -9.42% | -0.64%-8.8pp | 16.94%-26.4pp | 519.79%-529.2pp |
| Employer contribution / active EE | $24,408 | $5,666+330.8% | $4,023+506.8% | $4,779+410.7% |
| Participant deferral / active EE | $10,856 | $4,006+171.0% | $3,345+224.5% | $5,609+93.6% |
| Admin fee / account holder | $0 | $6,515-100.0% | $5,021-100.0% | $10,828-100.0% |