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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,480 | $95,917-75.5% | $79,583-70.5% | $134,545-82.5% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -10.08% | -2.70%-7.4pp | 0.16%-10.2pp | 418.37%-428.4pp |
| Employer contribution / active EE | $3,841 | $3,129+22.7% | $2,414+59.1% | $4,742-19.0% |
| Participant deferral / active EE | $6,833 | $4,694+45.6% | $3,986+71.4% | $6,401+6.7% |
| Admin fee / account holder | $0 | $9,132-100.0% | $6,835-100.0% | $11,431-100.0% |