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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,079 | $87,546-58.8% | $75,784-52.4% | $125,389-71.2% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -2.18% | 13.49%-15.7pp | 9.68%-11.9pp | 282.24%-284.4pp |
| Employer contribution / active EE | $6,538 | $3,930+66.3% | $3,323+96.7% | $4,866+34.3% |
| Participant deferral / active EE | $5,833 | $4,230+37.9% | $3,652+59.7% | $5,352+9.0% |
| Admin fee / account holder | $0 | $6,503-100.0% | $5,300-100.0% | $9,541-100.0% |