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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,435 | $168,635-71.9% | $147,617-67.9% | $125,389-62.2% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.38% | 77.65%-81.0pp | 61.98%-65.4pp | 282.24%-285.6pp |
| Employer contribution / active EE | $1,449 | $6,252-76.8% | $5,564-74.0% | $4,866-70.2% |
| Participant deferral / active EE | $4,792 | $5,507-13.0% | $4,895-2.1% | $5,352-10.5% |
| Admin fee / account holder | $227 | $13,580-98.3% | $11,612-98.0% | $9,541-97.6% |