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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,209 | $93,117-38.6% | $77,096-25.8% | $134,532-57.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -9.89% | 62.67%-72.6pp | 42.35%-52.2pp | 418.27%-428.2pp |
| Employer contribution / active EE | $12,895 | $3,420+277.0% | $2,814+358.2% | $4,741+172.0% |
| Participant deferral / active EE | $6,150 | $5,241+17.3% | $4,429+38.9% | $6,401-3.9% |
| Admin fee / account holder | $274 | $6,948-96.1% | $5,428-94.9% | $11,429-97.6% |