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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,655 | $152,597-90.4% | $117,533-87.5% | $134,532-89.1% |
| Participation rate | 85.7% | 77.1%+8.6pp | 70.6%+15.1pp | 81.2%+4.5pp |
| Annual return | -14.24% | 53.04%-67.3pp | 29.77%-44.0pp | 418.27%-432.5pp |
| Employer contribution / active EE | $10,446 | $5,576+87.3% | $4,179+149.9% | $4,741+120.3% |
| Participant deferral / active EE | $364 | $4,821-92.4% | $4,072-91.1% | $6,401-94.3% |
| Admin fee / account holder | $5 | $7,007-99.9% | $5,647-99.9% | $11,429-100.0% |