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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,671 | $97,020-77.7% | $83,327-74.0% | $135,380-84.0% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -6.31% | 12.31%-18.6pp | 10.64%-17.0pp | 519.81%-526.1pp |
| Employer contribution / active EE | $7,209 | $4,144+74.0% | $3,379+113.4% | $4,779+50.9% |
| Participant deferral / active EE | $12,963 | $5,964+117.3% | $5,565+132.9% | $5,609+131.1% |
| Admin fee / account holder | $0 | $8,426-100.0% | $7,540-100.0% | $10,828-100.0% |