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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,133 | $93,124-53.7% | $77,100-44.1% | $134,545-67.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -2.18% | 62.68%-64.9pp | 42.35%-44.5pp | 418.37%-420.5pp |
| Employer contribution / active EE | $4,201 | $3,421+22.8% | $2,815+49.2% | $4,742-11.4% |
| Participant deferral / active EE | $3,027 | $5,242-42.3% | $4,430-31.7% | $6,401-52.7% |
| Admin fee / account holder | $221 | $6,970-96.8% | $5,443-95.9% | $11,431-98.1% |