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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,826 | $95,915-28.2% | $79,580-13.5% | $134,532-48.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -16.71% | -2.71%-14.0pp | 0.15%-16.9pp | 418.27%-435.0pp |
| Employer contribution / active EE | $3,140 | $3,129+0.4% | $2,413+30.1% | $4,741-33.8% |
| Participant deferral / active EE | $3,437 | $4,693-26.8% | $3,985-13.7% | $6,401-46.3% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |