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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,499 | $167,353-65.6% | $143,797-60.0% | $134,545-57.3% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.25% | 0.48%-16.7pp | -0.04%-16.2pp | 418.37%-434.6pp |
| Employer contribution / active EE | $8,177 | $5,620+45.5% | $4,952+65.1% | $4,742+72.5% |
| Participant deferral / active EE | $11,321 | $6,447+75.6% | $5,638+100.8% | $6,401+76.8% |
| Admin fee / account holder | $40 | $18,096-99.8% | $14,679-99.7% | $11,431-99.6% |