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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,815 | $93,124-90.5% | $77,100-88.6% | $134,545-93.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.83% | 62.68%-81.5pp | 42.35%-61.2pp | 418.37%-437.2pp |
| Employer contribution / active EE | $1,704 | $3,421-50.2% | $2,815-39.5% | $4,742-64.1% |
| Participant deferral / active EE | $4,260 | $5,242-18.7% | $4,430-3.8% | $6,401-33.5% |
| Admin fee / account holder | $34 | $6,970-99.5% | $5,443-99.4% | $11,431-99.7% |