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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,964 | $133,981-59.7% | $112,249-51.9% | $134,532-59.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.51% | 47.16%-58.7pp | 27.48%-39.0pp | 418.27%-429.8pp |
| Employer contribution / active EE | $6,206 | $4,040+53.6% | $3,636+70.7% | $4,741+30.9% |
| Participant deferral / active EE | $6,750 | $5,292+27.6% | $4,729+42.7% | $6,401+5.5% |
| Admin fee / account holder | $216 | $7,492-97.1% | $6,412-96.6% | $11,429-98.1% |