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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,791 | $167,362-79.2% | $143,799-75.8% | $134,532-74.1% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -16.80% | 0.47%-17.3pp | -0.04%-16.8pp | 418.27%-435.1pp |
| Employer contribution / active EE | $8,437 | $5,620+50.1% | $4,952+70.4% | $4,741+77.9% |
| Participant deferral / active EE | $4,701 | $6,447-27.1% | $5,638-16.6% | $6,401-26.6% |
| Admin fee / account holder | $208 | $18,094-98.9% | $14,677-98.6% | $11,429-98.2% |