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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,527 | $105,867-43.8% | $90,760-34.4% | $134,532-55.8% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -17.78% | -10.99%-6.8pp | -12.16%-5.6pp | 418.27%-436.0pp |
| Employer contribution / active EE | $1,900 | $3,464-45.2% | $2,922-35.0% | $4,741-59.9% |
| Participant deferral / active EE | $2,296 | $5,217-56.0% | $4,565-49.7% | $6,401-64.1% |
| Admin fee / account holder | $253 | $13,936-98.2% | $8,444-97.0% | $11,429-97.8% |