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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,890 | $95,415-84.4% | $185,851-92.0% | $85,851-82.7% |
| Participation rate | 96.0% | 68.8%+27.2pp | 81.7%+14.3pp | 69.3%+26.7pp |
| Annual return | 0.00% | 23.59%-23.6pp | 122.11%-122.1pp | 318.63%-318.6pp |
| Employer contribution / active EE | $3,671 | $3,314+10.8% | $5,168-29.0% | $2,565+43.1% |
| Participant deferral / active EE | $10,842 | $3,424+216.7% | $5,569+94.7% | $3,952+174.3% |
| Admin fee / account holder | $200 | $7,215-97.2% | $16,245-98.8% | $6,261-96.8% |