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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,436 | $152,597-46.6% | $117,533-30.7% | $134,532-39.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -20.39% | 53.04%-73.4pp | 29.77%-50.2pp | 418.27%-438.7pp |
| Employer contribution / active EE | $8,013 | $5,576+43.7% | $4,179+91.7% | $4,741+69.0% |
| Participant deferral / active EE | $10,800 | $4,821+124.0% | $4,072+165.2% | $6,401+68.7% |
| Admin fee / account holder | $20 | $7,007-99.7% | $5,647-99.6% | $11,429-99.8% |