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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,979 | $95,895-60.4% | $79,576-52.3% | $134,509-71.8% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | -13.41% | -2.72%-10.7pp | 0.15%-13.6pp | 418.13%-431.5pp |
| Employer contribution / active EE | $12,347 | $3,128+294.7% | $2,413+411.7% | $4,741+160.5% |
| Participant deferral / active EE | $5,242 | $4,693+11.7% | $3,985+31.5% | $6,400-18.1% |
| Admin fee / account holder | $0 | $9,129-100.0% | $6,834-100.0% | $11,427-100.0% |