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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,399 | $67,396-43.0% | $60,919-37.0% | $134,545-71.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -13.66% | 50.12%-63.8pp | 16.96%-30.6pp | 418.37%-432.0pp |
| Employer contribution / active EE | $12,862 | $3,101+314.8% | $2,704+375.7% | $4,742+171.3% |
| Participant deferral / active EE | $9,149 | $4,534+101.8% | $3,814+139.8% | $6,401+42.9% |
| Admin fee / account holder | $0 | $4,590-100.0% | $3,228-100.0% | $11,431-100.0% |