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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,978 | $93,124-53.8% | $77,100-44.3% | $134,545-68.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.60% | 62.68%-79.3pp | 42.35%-59.0pp | 418.37%-435.0pp |
| Employer contribution / active EE | $5,846 | $3,421+70.9% | $2,815+107.7% | $4,742+23.3% |
| Participant deferral / active EE | $5,846 | $5,242+11.5% | $4,430+32.0% | $6,401-8.7% |
| Admin fee / account holder | $133 | $6,970-98.1% | $5,443-97.6% | $11,431-98.8% |