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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,909 | $133,998-58.3% | $112,263-50.2% | $134,545-58.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.36% | 47.17%-63.5pp | 27.49%-43.8pp | 418.37%-434.7pp |
| Employer contribution / active EE | $5,549 | $4,040+37.3% | $3,636+52.6% | $4,742+17.0% |
| Participant deferral / active EE | $9,301 | $5,292+75.7% | $4,729+96.7% | $6,401+45.3% |
| Admin fee / account holder | $26 | $7,493-99.6% | $6,410-99.6% | $11,431-99.8% |