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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,868 | $104,106-58.8% | $71,086-39.7% | $135,382-68.3% |
| Participation rate | 71.4% | 65.7%+5.8pp | 54.7%+16.8pp | 82.6%-11.2pp |
| Annual return | -3.23% | 1256.30%-1259.5pp | 650.59%-653.8pp | 519.77%-523.0pp |
| Employer contribution / active EE | $435 | $1,485-70.7% | $1,088-60.0% | $4,779-90.9% |
| Participant deferral / active EE | $6,143 | $2,527+143.1% | $1,874+227.8% | $5,609+9.5% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,829-100.0% |