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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,675 | $69,541-61.6% | $59,899-55.5% | $135,380-80.3% |
| Participation rate | 100.0% | 77.8%+22.2pp | 74.7%+25.3pp | 82.6%+17.4pp |
| Annual return | -6.20% | 7.95%-14.1pp | 3.46%-9.7pp | 519.81%-526.0pp |
| Employer contribution / active EE | $2,913 | $3,236-10.0% | $2,723+7.0% | $4,779-39.0% |
| Participant deferral / active EE | $2,905 | $4,206-30.9% | $3,402-14.6% | $5,609-48.2% |
| Admin fee / account holder | $0 | $5,737-100.0% | $3,592-100.0% | $10,828-100.0% |