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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,869 | $97,020-67.2% | $83,327-61.8% | $135,380-76.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.8%+22.2pp | 82.6%+17.4pp |
| Annual return | -7.22% | 12.31%-19.5pp | 10.64%-17.9pp | 519.81%-527.0pp |
| Employer contribution / active EE | $6,169 | $4,144+48.9% | $3,379+82.6% | $4,779+29.1% |
| Participant deferral / active EE | $2,474 | $5,964-58.5% | $5,565-55.5% | $5,609-55.9% |
| Admin fee / account holder | $35 | $8,426-99.6% | $7,540-99.5% | $10,828-99.7% |