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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,949 | $95,917+45.9% | $79,583+75.9% | $134,545+4.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.81% | -2.70%-15.1pp | 0.16%-18.0pp | 418.37%-436.2pp |
| Employer contribution / active EE | $1,500 | $3,129-52.1% | $2,414-37.9% | $4,742-68.4% |
| Participant deferral / active EE | $1,500 | $4,694-68.0% | $3,986-62.4% | $6,401-76.6% |
| Admin fee / account holder | $70 | $9,132-99.2% | $6,835-99.0% | $11,431-99.4% |