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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,134 | $93,117-69.8% | $77,096-63.5% | $134,532-79.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -21.03% | 62.67%-83.7pp | 42.35%-63.4pp | 418.27%-439.3pp |
| Employer contribution / active EE | $1,303 | $3,420-61.9% | $2,814-53.7% | $4,741-72.5% |
| Participant deferral / active EE | $9,778 | $5,241+86.5% | $4,429+120.8% | $6,401+52.8% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |