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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,652 | $167,352-75.1% | $143,788-71.0% | $134,509-69.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -5.26% | 0.47%-5.7pp | -0.03%-5.2pp | 418.13%-423.4pp |
| Employer contribution / active EE | $5,611 | $5,620-0.2% | $4,952+13.3% | $4,741+18.4% |
| Participant deferral / active EE | $4,500 | $6,447-30.2% | $5,638-20.2% | $6,400-29.7% |
| Admin fee / account holder | $60 | $18,091-99.7% | $14,675-99.6% | $11,427-99.5% |