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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,038 | $107,809-62.9% | $90,657-55.8% | $135,380-70.4% |
| Participation rate | 100.0% | 78.0%+22.0pp | 74.0%+26.0pp | 82.6%+17.4pp |
| Annual return | -4.16% | -0.90%-3.3pp | 1.89%-6.0pp | 519.81%-524.0pp |
| Employer contribution / active EE | $1,794 | $3,018-40.6% | $2,532-29.1% | $4,779-62.5% |
| Participant deferral / active EE | $4,659 | $3,872+20.3% | $3,424+36.1% | $5,609-16.9% |
| Admin fee / account holder | $15 | $5,931-99.7% | $4,994-99.7% | $10,828-99.9% |