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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,964 | $134,001-59.7% | $112,258-51.9% | $134,509-59.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.51% | 47.15%-58.7pp | 27.47%-39.0pp | 418.13%-429.6pp |
| Employer contribution / active EE | $6,206 | $4,039+53.6% | $3,636+70.7% | $4,741+30.9% |
| Participant deferral / active EE | $6,750 | $5,291+27.6% | $4,728+42.8% | $6,400+5.5% |
| Admin fee / account holder | $216 | $7,491-97.1% | $6,411-96.6% | $11,427-98.1% |