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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,346 | $133,981-49.0% | $112,249-39.1% | $134,532-49.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.44% | 47.16%-58.6pp | 27.48%-38.9pp | 418.27%-429.7pp |
| Employer contribution / active EE | $17,500 | $4,040+333.2% | $3,636+381.3% | $4,741+269.1% |
| Participant deferral / active EE | $10,250 | $5,292+93.7% | $4,729+116.7% | $6,401+60.1% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |