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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,111 | $133,981-91.0% | $112,249-89.2% | $134,532-91.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.35% | 47.16%-65.5pp | 27.48%-45.8pp | 418.27%-436.6pp |
| Employer contribution / active EE | $4,315 | $4,040+6.8% | $3,636+18.7% | $4,741-9.0% |
| Participant deferral / active EE | $5,484 | $5,292+3.6% | $4,729+16.0% | $6,401-14.3% |
| Admin fee / account holder | $20 | $7,492-99.7% | $6,412-99.7% | $11,429-99.8% |