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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,869 | $93,117-87.3% | $77,096-84.6% | $134,532-91.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.12% | 62.67%-78.8pp | 42.35%-58.5pp | 418.27%-434.4pp |
| Employer contribution / active EE | $5,561 | $3,420+62.6% | $2,814+97.6% | $4,741+17.3% |
| Participant deferral / active EE | $4,464 | $5,241-14.8% | $4,429+0.8% | $6,401-30.3% |
| Admin fee / account holder | $74 | $6,948-98.9% | $5,428-98.6% | $11,429-99.4% |