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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,456 | $95,917-56.8% | $79,583-47.9% | $134,545-69.2% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -10.12% | -2.70%-7.4pp | 0.16%-10.3pp | 418.37%-428.5pp |
| Employer contribution / active EE | $2,672 | $3,129-14.6% | $2,414+10.7% | $4,742-43.7% |
| Participant deferral / active EE | $7,965 | $4,694+69.7% | $3,986+99.8% | $6,401+24.4% |
| Admin fee / account holder | $269 | $9,132-97.1% | $6,835-96.1% | $11,431-97.6% |