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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,445 | $82,674-59.5% | $125,381-73.3% | $68,486-51.2% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.14% | -5.97%-12.2pp | 572.31%-590.5pp | -7.85%-10.3pp |
| Employer contribution / active EE | $4,821 | $3,382+42.6% | $4,815+0.1% | $2,597+85.7% |
| Participant deferral / active EE | $10,559 | $6,111+72.8% | $7,448+41.8% | $4,028+162.2% |
| Admin fee / account holder | $130 | $6,277-97.9% | $10,007-98.7% | $5,404-97.6% |