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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,665 | $133,998-68.9% | $112,263-62.9% | $134,545-69.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.50% | 47.17%-63.7pp | 27.49%-44.0pp | 418.37%-434.9pp |
| Employer contribution / active EE | $5,236 | $4,040+29.6% | $3,636+44.0% | $4,742+10.4% |
| Participant deferral / active EE | $5,152 | $5,292-2.7% | $4,729+8.9% | $6,401-19.5% |
| Admin fee / account holder | $40 | $7,493-99.5% | $6,410-99.4% | $11,431-99.7% |