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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,915 | $133,981-59.0% | $112,249-51.1% | $134,532-59.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.63% | 47.16%-60.8pp | 27.48%-41.1pp | 418.27%-431.9pp |
| Employer contribution / active EE | $10,562 | $4,040+161.4% | $3,636+190.5% | $4,741+122.8% |
| Participant deferral / active EE | $5,625 | $5,292+6.3% | $4,729+18.9% | $6,401-12.1% |
| Admin fee / account holder | $9 | $7,492-99.9% | $6,412-99.9% | $11,429-99.9% |