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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,696 | $95,917-61.7% | $79,583-53.9% | $134,545-72.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -20.17% | -2.70%-17.5pp | 0.16%-20.3pp | 418.37%-438.5pp |
| Employer contribution / active EE | $2,886 | $3,129-7.8% | $2,414+19.6% | $4,742-39.1% |
| Participant deferral / active EE | $3,424 | $4,694-27.0% | $3,986-14.1% | $6,401-46.5% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |