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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,944 | $53,162-38.0% | $91,227-63.9% | $68,490-51.9% |
| Participation rate | 100.0% | 63.2%+36.8pp | 73.2%+26.8pp | 67.9%+32.1pp |
| Annual return | -16.59% | -3.14%-13.5pp | 114.14%-130.7pp | -7.85%-8.7pp |
| Employer contribution / active EE | $5,413 | $1,709+216.7% | $2,851+89.9% | $2,597+108.5% |
| Participant deferral / active EE | $6,403 | $2,974+115.3% | $4,234+51.2% | $4,028+59.0% |
| Admin fee / account holder | $0 | $4,493-100.0% | $5,423-100.0% | $5,403-100.0% |