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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,029 | $93,117-43.1% | $77,096-31.2% | $134,532-60.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.47% | 62.67%-80.1pp | 42.35%-59.8pp | 418.27%-435.7pp |
| Employer contribution / active EE | $4,129 | $3,420+20.7% | $2,814+46.7% | $4,741-12.9% |
| Participant deferral / active EE | $17,984 | $5,241+243.1% | $4,429+306.0% | $6,401+181.0% |
| Admin fee / account holder | $295 | $6,948-95.7% | $5,428-94.6% | $11,429-97.4% |