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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,542 | $93,098-86.5% | $77,081-83.7% | $134,509-90.7% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -0.36% | 62.63%-63.0pp | 42.33%-42.7pp | 418.13%-418.5pp |
| Employer contribution / active EE | $3,423 | $3,419+0.1% | $2,813+21.7% | $4,741-27.8% |
| Participant deferral / active EE | $9,000 | $5,239+71.8% | $4,428+103.3% | $6,400+40.6% |
| Admin fee / account holder | $16 | $6,945-99.8% | $5,427-99.7% | $11,427-99.9% |