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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,376 | $69,518-76.4% | $59,887-72.7% | $135,379-87.9% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -8.73% | 7.95%-16.7pp | 3.46%-12.2pp | 519.79%-528.5pp |
| Employer contribution / active EE | $1,929 | $3,235-40.4% | $2,722-29.1% | $4,779-59.6% |
| Participant deferral / active EE | $3,362 | $4,204-20.0% | $3,402-1.2% | $5,609-40.1% |
| Admin fee / account holder | $52 | $5,734-99.1% | $3,591-98.5% | $10,828-99.5% |