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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,796 | $168,635-67.5% | $147,617-62.9% | $125,389-56.3% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -2.00% | 77.65%-79.6pp | 61.98%-64.0pp | 282.24%-284.2pp |
| Employer contribution / active EE | $2,719 | $6,252-56.5% | $5,564-51.1% | $4,866-44.1% |
| Participant deferral / active EE | $7,214 | $5,507+31.0% | $4,895+47.4% | $5,352+34.8% |
| Admin fee / account holder | $251 | $13,580-98.2% | $11,612-97.8% | $9,541-97.4% |