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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,532 | $84,499-63.9% | $125,391-75.7% | $66,949-54.4% |
| Participation rate | 97.1% | 76.4%+20.7pp | 82.4%+14.8pp | 69.8%+27.3pp |
| Annual return | -9.59% | -8.49%-1.1pp | 572.41%-582.0pp | 1.57%-11.2pp |
| Employer contribution / active EE | $9,286 | $3,554+161.3% | $4,816+92.8% | $2,545+264.8% |
| Participant deferral / active EE | $0 | $6,785-100.0% | $7,448-100.0% | $4,239-100.0% |
| Admin fee / account holder | $0 | $685-100.0% | $10,009-100.0% | $594-100.0% |