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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,282 | $82,314-82.6% | $68,808-79.2% | $134,532-89.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 69.0%+31.0pp | 81.2%+18.8pp |
| Annual return | -18.52% | -2.18%-16.3pp | -6.37%-12.2pp | 418.27%-436.8pp |
| Employer contribution / active EE | $2,706 | $3,301-18.0% | $2,656+1.9% | $4,741-42.9% |
| Participant deferral / active EE | $4,236 | $4,740-10.6% | $3,942+7.5% | $6,401-33.8% |
| Admin fee / account holder | $259 | $6,484-96.0% | $4,936-94.8% | $11,429-97.7% |