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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,686 | $43,730-61.8% | $121,220-86.2% | $64,173-74.0% |
| Participation rate | 100.0% | 58.3%+41.7pp | 71.8%+28.2pp | 69.6%+30.4pp |
| Annual return | -4.82% | 68.94%-73.8pp | 16.94%-21.8pp | 7.63%-12.5pp |
| Employer contribution / active EE | $5,932 | $1,297+357.5% | $4,023+47.5% | $2,381+149.2% |
| Participant deferral / active EE | $0 | $2,281-100.0% | $3,345-100.0% | $3,470-100.0% |
| Admin fee / account holder | $149 | $3,502-95.8% | $5,021-97.0% | $4,887-97.0% |