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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,782 | $152,597-34.0% | $117,533-14.3% | $134,532-25.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.95% | 53.04%-70.0pp | 29.77%-46.7pp | 418.27%-435.2pp |
| Employer contribution / active EE | $15,288 | $5,576+174.2% | $4,179+265.8% | $4,741+222.5% |
| Participant deferral / active EE | $12,057 | $4,821+150.1% | $4,072+196.1% | $6,401+88.4% |
| Admin fee / account holder | $290 | $7,007-95.9% | $5,647-94.9% | $11,429-97.5% |