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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,030 | $95,975-70.8% | $74,549-62.4% | $135,379-79.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.21% | 56.96%-61.2pp | 32.53%-36.7pp | 519.79%-524.0pp |
| Employer contribution / active EE | $8,545 | $2,716+214.6% | $1,961+335.8% | $4,779+78.8% |
| Participant deferral / active EE | $5,066 | $3,844+31.8% | $3,108+63.0% | $5,609-9.7% |
| Admin fee / account holder | $237 | $6,522-96.4% | $5,059-95.3% | $10,828-97.8% |