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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,307 | $49,451-20.5% | $79,580-50.6% | $66,938-41.3% |
| Participation rate | 96.9% | 61.3%+35.6pp | 69.5%+27.4pp | 69.8%+27.1pp |
| Annual return | -2.73% | 84.25%-87.0pp | 0.15%-2.9pp | 1.58%-4.3pp |
| Employer contribution / active EE | $1,987 | $1,266+57.0% | $2,413-17.7% | $2,545-21.9% |
| Participant deferral / active EE | $0 | $3,159-100.0% | $3,985-100.0% | $4,238-100.0% |
| Admin fee / account holder | $0 | $595-100.0% | $6,835-100.0% | $594-100.0% |