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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,408 | $82,188-60.6% | $125,391-74.2% | $64,824-50.0% |
| Participation rate | 99.8% | 77.9%+21.9pp | 82.4%+17.4pp | 71.5%+28.3pp |
| Annual return | -5.43% | 3.50%-8.9pp | 572.41%-577.8pp | 32.84%-38.3pp |
| Employer contribution / active EE | $3,700 | $3,617+2.3% | $4,816-23.2% | $2,507+47.6% |
| Participant deferral / active EE | $0 | $7,177-100.0% | $7,448-100.0% | $4,311-100.0% |
| Admin fee / account holder | $0 | $163-100.0% | $10,009-100.0% | $188-100.0% |