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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,443 | $95,975-40.1% | $74,549-22.9% | $135,379-57.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.30% | 56.96%-61.3pp | 32.53%-36.8pp | 519.79%-524.1pp |
| Employer contribution / active EE | $5,729 | $2,716+110.9% | $1,961+192.1% | $4,779+19.9% |
| Participant deferral / active EE | $6,000 | $3,844+56.1% | $3,108+93.0% | $5,609+7.0% |
| Admin fee / account holder | $15 | $6,522-99.8% | $5,059-99.7% | $10,828-99.9% |