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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,720 | $167,352-77.5% | $143,788-73.8% | $134,509-72.0% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -9.42% | 0.47%-9.9pp | -0.03%-9.4pp | 418.13%-427.6pp |
| Employer contribution / active EE | $6,446 | $5,620+14.7% | $4,952+30.2% | $4,741+36.0% |
| Participant deferral / active EE | $6,144 | $6,447-4.7% | $5,638+9.0% | $6,400-4.0% |
| Admin fee / account holder | $230 | $18,091-98.7% | $14,675-98.4% | $11,427-98.0% |