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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,507 | $82,678-34.1% | $125,391-56.5% | $68,490-20.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.49% | -5.97%-8.5pp | 572.41%-586.9pp | -7.85%-6.6pp |
| Employer contribution / active EE | $2,097 | $3,382-38.0% | $4,816-56.5% | $2,597-19.3% |
| Participant deferral / active EE | $3,196 | $6,111-47.7% | $7,448-57.1% | $4,028-20.6% |
| Admin fee / account holder | $125 | $6,277-98.0% | $10,009-98.8% | $5,403-97.7% |