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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,102 | $138,078-58.6% | $125,363-54.5% | $134,509-57.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.25% | 750.49%-768.7pp | 572.15%-590.4pp | 418.13%-436.4pp |
| Employer contribution / active EE | $3,066 | $5,245-41.6% | $4,815-36.3% | $4,741-35.3% |
| Participant deferral / active EE | $13,500 | $7,800+73.1% | $7,447+81.3% | $6,400+110.9% |
| Admin fee / account holder | $50 | $11,566-99.6% | $10,005-99.5% | $11,427-99.6% |