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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,322 | $133,998-85.6% | $112,263-82.8% | $134,545-85.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.12% | 47.17%-61.3pp | 27.49%-41.6pp | 418.37%-432.5pp |
| Employer contribution / active EE | $3,874 | $4,040-4.1% | $3,636+6.5% | $4,742-18.3% |
| Participant deferral / active EE | $8,844 | $5,292+67.1% | $4,729+87.0% | $6,401+38.2% |
| Admin fee / account holder | $138 | $7,493-98.2% | $6,410-97.9% | $11,431-98.8% |