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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,260 | $90,607-82.1% | $79,467-79.5% | $135,380-88.0% |
| Participation rate | 100.0% | 76.0%+24.0pp | 73.3%+26.7pp | 82.6%+17.4pp |
| Annual return | -5.83% | 977.74%-983.6pp | 718.30%-724.1pp | 519.81%-525.6pp |
| Employer contribution / active EE | $1,532 | $3,068-50.1% | $2,800-45.3% | $4,779-67.9% |
| Participant deferral / active EE | $5,361 | $4,050+32.3% | $3,704+44.7% | $5,609-4.4% |
| Admin fee / account holder | $259 | $5,895-95.6% | $5,104-94.9% | $10,828-97.6% |