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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,070 | $100,805-70.2% | $86,698-65.3% | $134,532-77.6% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -18.36% | 29.09%-47.4pp | 35.95%-54.3pp | 418.27%-436.6pp |
| Employer contribution / active EE | $7,903 | $3,490+126.4% | $2,837+178.6% | $4,741+66.7% |
| Participant deferral / active EE | $2,865 | $5,339-46.3% | $4,656-38.5% | $6,401-55.2% |
| Admin fee / account holder | $25 | $10,925-99.8% | $7,493-99.7% | $11,429-99.8% |