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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,897 | $100,811-58.4% | $86,698-51.7% | $134,545-68.9% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.27% | 29.11%-45.4pp | 35.96%-52.2pp | 418.37%-434.6pp |
| Employer contribution / active EE | $17,011 | $3,490+387.4% | $2,837+499.7% | $4,742+258.8% |
| Participant deferral / active EE | $8,036 | $5,339+50.5% | $4,656+72.6% | $6,401+25.5% |
| Admin fee / account holder | $259 | $10,926-97.6% | $7,492-96.5% | $11,431-97.7% |