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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,347 | $39,028-47.9% | $80,741-74.8% | $85,856-76.3% |
| Participation rate | 100.0% | 41.6%+58.4pp | 54.2%+45.8pp | 69.3%+30.7pp |
| Annual return | 0.00% | 26.31%-26.3pp | 87.30%-87.3pp | 318.58%-318.6pp |
| Employer contribution / active EE | $361 | $722-50.0% | $1,160-68.9% | $2,565-85.9% |
| Participant deferral / active EE | $963 | $1,326-27.4% | $2,145-55.1% | $3,952-75.6% |
| Admin fee / account holder | $0 | $2,429-100.0% | $3,380-100.0% | $6,261-100.0% |