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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,758 | $82,678-50.7% | $125,391-67.5% | $68,490-40.5% |
| Participation rate | 97.9% | 75.1%+22.9pp | 82.4%+15.6pp | 67.9%+30.0pp |
| Annual return | -1.36% | -5.97%+4.6pp | 572.41%-573.8pp | -7.85%+6.5pp |
| Employer contribution / active EE | $3,918 | $3,382+15.8% | $4,816-18.7% | $2,597+50.9% |
| 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% | $10,009-100.0% | $5,403-100.0% |