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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,655 | $133,998-91.3% | $112,263-89.6% | $134,545-91.3% |
| Participation rate | 93.8% | 78.6%+15.2pp | 75.1%+18.7pp | 81.2%+12.5pp |
| Annual return | -3.54% | 47.17%-50.7pp | 27.49%-31.0pp | 418.37%-421.9pp |
| Employer contribution / active EE | $3,907 | $4,040-3.3% | $3,636+7.5% | $4,742-17.6% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |