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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,792 | $95,979-65.8% | $74,551-56.0% | $135,380-75.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.68% | 56.97%-61.7pp | 32.53%-37.2pp | 519.81%-524.5pp |
| Employer contribution / active EE | $5,687 | $2,716+109.4% | $1,961+190.0% | $4,779+19.0% |
| Participant deferral / active EE | $6,801 | $3,844+76.9% | $3,108+118.8% | $5,609+21.3% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |