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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,916 | $168,635-78.7% | $147,617-75.7% | $125,389-71.4% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.94% | 77.65%-80.6pp | 61.98%-64.9pp | 282.24%-285.2pp |
| Employer contribution / active EE | $4,123 | $6,252-34.1% | $5,564-25.9% | $4,866-15.3% |
| Participant deferral / active EE | $3,600 | $5,507-34.6% | $4,895-26.5% | $5,352-32.7% |
| Admin fee / account holder | $60 | $13,580-99.6% | $11,612-99.5% | $9,541-99.4% |