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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,000 | $69,518-79.9% | $59,883-76.6% | $135,382-89.7% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -7.90% | 7.95%-15.8pp | 3.46%-11.4pp | 519.77%-527.7pp |
| Employer contribution / active EE | $2,770 | $3,235-14.4% | $2,722+1.8% | $4,779-42.0% |
| Participant deferral / active EE | $0 | $4,204-100.0% | $3,402-100.0% | $5,609-100.0% |
| Admin fee / account holder | $184 | $5,734-96.8% | $3,591-94.9% | $10,829-98.3% |