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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,367 | $46,360-51.8% | $147,617-84.8% | $52,331-57.3% |
| Participation rate | 90.9% | 64.9%+26.0pp | 84.6%+6.3pp | 68.1%+22.8pp |
| Annual return | -1.23% | 1.62%-2.8pp | 61.98%-63.2pp | 4.54%-5.8pp |
| Employer contribution / active EE | $3,780 | $2,126+77.8% | $5,564-32.1% | $1,882+100.9% |
| Participant deferral / active EE | $0 | $2,258-100.0% | $4,895-100.0% | $3,022-100.0% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |