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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,531 | $133,981-80.9% | $112,249-77.3% | $134,532-81.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -3.36% | 47.16%-50.5pp | 27.48%-30.8pp | 418.27%-421.6pp |
| Employer contribution / active EE | $14,262 | $4,040+253.0% | $3,636+292.2% | $4,741+200.8% |
| Participant deferral / active EE | $4,917 | $5,292-7.1% | $4,729+4.0% | $6,401-23.2% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |