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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,627 | $75,962-13.6% | $154,111-57.4% | $64,173+2.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.83% | 30.32%-37.1pp | 735.18%-742.0pp | 7.63%-14.5pp |
| Employer contribution / active EE | $7,262 | $3,350+116.8% | $5,298+37.1% | $2,381+205.0% |
| Participant deferral / active EE | $5,629 | $3,175+77.3% | $5,081+10.8% | $3,470+62.2% |
| Admin fee / account holder | $272 | $5,589-95.1% | $13,411-98.0% | $4,887-94.4% |