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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,962 | $95,917-80.2% | $79,583-76.2% | $134,545-85.9% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -6.36% | -2.70%-3.7pp | 0.16%-6.5pp | 418.37%-424.7pp |
| Employer contribution / active EE | $7,795 | $3,129+149.1% | $2,414+223.0% | $4,742+64.4% |
| Participant deferral / active EE | $2,162 | $4,694-53.9% | $3,986-45.8% | $6,401-66.2% |
| Admin fee / account holder | $121 | $9,132-98.7% | $6,835-98.2% | $11,431-98.9% |