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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,690 | $67,396-69.3% | $60,919-66.0% | $134,545-84.6% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.1%+10.2pp | 81.2%+2.1pp |
| Annual return | -13.12% | 50.12%-63.2pp | 16.96%-30.1pp | 418.37%-431.5pp |
| Employer contribution / active EE | $5,695 | $3,101+83.7% | $2,704+110.6% | $4,742+20.1% |
| Participant deferral / active EE | $0 | $4,534-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $4,590-100.0% | $3,228-100.0% | $11,431-100.0% |