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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,610 | $88,596-39.5% | $70,098-23.5% | $134,509-60.1% |
| Participation rate | 100.0% | 74.9%+25.1pp | 70.5%+29.5pp | 81.2%+18.8pp |
| Annual return | -18.33% | 442.67%-461.0pp | 190.76%-209.1pp | 418.13%-436.5pp |
| Employer contribution / active EE | $5,226 | $3,235+61.5% | $2,560+104.1% | $4,741+10.3% |
| Participant deferral / active EE | $5,755 | $4,772+20.6% | $3,849+49.5% | $6,400-10.1% |
| Admin fee / account holder | $255 | $10,441-97.6% | $6,266-95.9% | $11,427-97.8% |