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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,766 | $82,188-37.0% | $125,391-58.7% | $64,824-20.1% |
| Participation rate | 88.5% | 77.9%+10.6pp | 82.4%+6.1pp | 71.5%+17.0pp |
| Annual return | -5.20% | 3.50%-8.7pp | 572.41%-577.6pp | 32.84%-38.0pp |
| Employer contribution / active EE | $5,998 | $3,617+65.8% | $4,816+24.6% | $2,507+139.2% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,009-100.0% | $188-100.0% |