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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,126 | $133,981-63.3% | $112,249-56.2% | $134,532-63.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.61% | 47.16%-61.8pp | 27.48%-42.1pp | 418.27%-432.9pp |
| Employer contribution / active EE | $4,588 | $4,040+13.6% | $3,636+26.2% | $4,741-3.2% |
| Participant deferral / active EE | $8,227 | $5,292+55.5% | $4,729+74.0% | $6,401+28.5% |
| Admin fee / account holder | $232 | $7,492-96.9% | $6,412-96.4% | $11,429-98.0% |