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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,053 | $95,895-35.3% | $79,576-22.0% | $134,509-53.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -15.05% | -2.72%-12.3pp | 0.15%-15.2pp | 418.13%-433.2pp |
| Employer contribution / active EE | $11,436 | $3,128+265.6% | $2,413+373.9% | $4,741+141.2% |
| Participant deferral / active EE | $9,619 | $4,693+105.0% | $3,985+141.4% | $6,400+50.3% |
| Admin fee / account holder | $18 | $9,129-99.8% | $6,834-99.7% | $11,427-99.8% |