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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,290 | $82,674-54.9% | $125,358-70.3% | $68,498-45.6% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.32% | -5.97%-11.4pp | 572.03%-589.4pp | -7.84%-9.5pp |
| Employer contribution / active EE | $15,684 | $3,381+363.8% | $4,814+225.8% | $2,596+504.1% |
| Participant deferral / active EE | $7,249 | $6,111+18.6% | $7,447-2.7% | $4,027+80.0% |
| Admin fee / account holder | $126 | $6,276-98.0% | $10,007-98.7% | $5,403-97.7% |