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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,360 | $71,192-22.2% | $117,861-53.0% | $62,293-11.1% |
| Participation rate | 78.7% | 74.2%+4.5pp | 79.7%-1.0pp | 69.5%+9.2pp |
| Annual return | 0.00% | 18.66%-18.7pp | 335.11%-335.1pp | 28.90%-28.9pp |
| Employer contribution / active EE | $7,497 | $1,934+287.7% | $3,786+98.0% | $2,042+267.1% |
| Participant deferral / active EE | $0 | $3,189-100.0% | $4,482-100.0% | $3,169-100.0% |
| Admin fee / account holder | $0 | $587-100.0% | $8,021-100.0% | $479-100.0% |