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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,972 | $133,981-75.4% | $112,249-70.6% | $134,532-75.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -6.42% | 47.16%-53.6pp | 27.48%-33.9pp | 418.27%-424.7pp |
| Employer contribution / active EE | $7,023 | $4,040+73.8% | $3,636+93.1% | $4,741+48.1% |
| Participant deferral / active EE | $11,401 | $5,292+115.4% | $4,729+141.1% | $6,401+78.1% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |