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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,756 | $93,124-68.0% | $77,100-61.4% | $134,545-77.9% |
| Participation rate | 85.7% | 74.5%+11.2pp | 67.9%+17.8pp | 81.2%+4.5pp |
| Annual return | -13.63% | 62.68%-76.3pp | 42.35%-56.0pp | 418.37%-432.0pp |
| Employer contribution / active EE | $2,143 | $3,421-37.4% | $2,815-23.9% | $4,742-54.8% |
| Participant deferral / active EE | $0 | $5,242-100.0% | $4,430-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |