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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,310 | $95,979-59.0% | $74,551-47.3% | $135,380-71.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.90% | 56.97%-64.9pp | 32.53%-40.4pp | 519.81%-527.7pp |
| Employer contribution / active EE | $16,518 | $2,716+508.1% | $1,961+742.3% | $4,779+245.7% |
| Participant deferral / active EE | $10,525 | $3,844+173.8% | $3,108+238.6% | $5,609+87.7% |
| Admin fee / account holder | $124 | $6,522-98.1% | $5,059-97.6% | $10,828-98.9% |