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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,935 | $168,635-69.8% | $147,617-65.5% | $125,389-59.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.66% | 77.65%-81.3pp | 61.98%-65.6pp | 282.24%-285.9pp |
| Employer contribution / active EE | $3,338 | $6,252-46.6% | $5,564-40.0% | $4,866-31.4% |
| Participant deferral / active EE | $9,000 | $5,507+63.4% | $4,895+83.8% | $5,352+68.2% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |