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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,533 | $82,674-58.2% | $125,381-72.5% | $68,486-49.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -13.41% | -5.97%-7.4pp | 572.31%-585.7pp | -7.85%-5.6pp |
| Employer contribution / active EE | $7,260 | $3,382+114.7% | $4,815+50.8% | $2,597+179.6% |
| Participant deferral / active EE | $0 | $6,111-100.0% | $7,448-100.0% | $4,028-100.0% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,007-100.0% | $5,404-100.0% |