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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,023 | $45,382-22.8% | $154,114-77.3% | $75,289-53.5% |
| Participation rate | 98.9% | 65.9%+33.0pp | 83.0%+15.9pp | 72.4%+26.5pp |
| Annual return | -5.07% | -0.47%-4.6pp | 735.16%-740.2pp | -0.04%-5.0pp |
| Employer contribution / active EE | $3,092 | $1,533+101.7% | $5,298-41.6% | $2,405+28.6% |
| Participant deferral / active EE | $2,459 | $2,384+3.2% | $5,081-51.6% | $3,739-34.2% |
| Admin fee / account holder | $0 | $89-100.0% | $13,411-100.0% | $102-100.0% |