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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,692 | $99,032-39.7% | $80,022-25.4% | $135,380-55.9% |
| Participation rate | 100.0% | 78.4%+21.6pp | 75.8%+24.2pp | 82.6%+17.4pp |
| Annual return | -3.78% | 15.39%-19.2pp | 11.22%-15.0pp | 519.81%-523.6pp |
| Employer contribution / active EE | $8,939 | $3,043+193.7% | $2,468+262.2% | $4,779+87.1% |
| Participant deferral / active EE | $3,700 | $4,282-13.6% | $3,686+0.4% | $5,609-34.0% |
| Admin fee / account holder | $0 | $10,436-100.0% | $6,521-100.0% | $10,828-100.0% |