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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,405 | $82,674-62.0% | $125,381-75.0% | $68,486-54.1% |
| Participation rate | 98.9% | 75.1%+23.9pp | 82.4%+16.5pp | 67.9%+31.0pp |
| Annual return | -14.62% | -5.97%-8.6pp | 572.31%-586.9pp | -7.85%-6.8pp |
| Employer contribution / active EE | $3,991 | $3,382+18.0% | $4,815-17.1% | $2,597+53.7% |
| 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% |