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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,830 | $50,199-20.7% | $69,884-43.0% | $66,938-40.5% |
| Participation rate | 100.0% | 66.3%+33.7pp | 70.5%+29.5pp | 69.8%+30.2pp |
| Annual return | -12.62% | -13.85%+1.2pp | 190.81%-203.4pp | 1.58%-14.2pp |
| Employer contribution / active EE | $3,468 | $1,864+86.0% | $2,560+35.5% | $2,545+36.2% |
| Participant deferral / active EE | $2,492 | $3,112-19.9% | $3,848-35.2% | $4,238-41.2% |
| Admin fee / account holder | $119 | $600-80.2% | $6,266-98.1% | $594-80.0% |