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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,170 | $133,998-84.2% | $112,263-81.1% | $134,545-84.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.79% | 47.17%-60.0pp | 27.49%-40.3pp | 418.37%-431.2pp |
| Employer contribution / active EE | $9,524 | $4,040+135.7% | $3,636+161.9% | $4,742+100.9% |
| Participant deferral / active EE | $10,400 | $5,292+96.5% | $4,729+119.9% | $6,401+62.5% |
| Admin fee / account holder | $186 | $7,493-97.5% | $6,410-97.1% | $11,431-98.4% |