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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,014 | $133,983-90.3% | $112,244-88.4% | $134,493-90.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -4.56% | 47.13%-51.7pp | 27.46%-32.0pp | 418.01%-422.6pp |
| Employer contribution / active EE | $6,508 | $4,039+61.1% | $3,635+79.0% | $4,740+37.3% |
| Participant deferral / active EE | $3,140 | $5,291-40.7% | $4,728-33.6% | $6,400-50.9% |
| Admin fee / account holder | $157 | $7,490-97.9% | $6,411-97.5% | $11,425-98.6% |