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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,625 | $133,981-56.2% | $112,249-47.8% | $134,532-56.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.43% | 47.16%-58.6pp | 27.48%-38.9pp | 418.27%-429.7pp |
| Employer contribution / active EE | $9,505 | $4,040+135.3% | $3,636+161.4% | $4,741+100.5% |
| Participant deferral / active EE | $9,000 | $5,292+70.1% | $4,729+90.3% | $6,401+40.6% |
| Admin fee / account holder | $281 | $7,492-96.2% | $6,412-95.6% | $11,429-97.5% |