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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,874 | $64,311-73.8% | $57,356-70.6% | $125,389-86.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 83.2%+16.8pp |
| Annual return | -2.96% | 25.14%-28.1pp | 24.41%-27.4pp | 282.24%-285.2pp |
| Employer contribution / active EE | $1,436 | $3,193-55.0% | $2,689-46.6% | $4,866-70.5% |
| Participant deferral / active EE | $12,033 | $3,846+212.9% | $3,162+280.6% | $5,352+124.9% |
| Admin fee / account holder | $100 | $5,243-98.1% | $3,357-97.0% | $9,541-99.0% |