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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $67,596 | $95,915-29.5% | $79,580-15.1% | $134,532-49.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -17.25% | -2.71%-14.5pp | 0.15%-17.4pp | 418.27%-435.5pp |
| Employer contribution / active EE | $1,229 | $3,129-60.7% | $2,413-49.1% | $4,741-74.1% |
| Participant deferral / active EE | $3,141 | $4,693-33.1% | $3,985-21.2% | $6,401-50.9% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,429-100.0% |