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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,053 | $133,981-76.1% | $112,249-71.4% | $134,532-76.2% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -19.63% | 47.16%-66.8pp | 27.48%-47.1pp | 418.27%-437.9pp |
| Employer contribution / active EE | $7,187 | $4,040+77.9% | $3,636+97.7% | $4,741+51.6% |
| Participant deferral / active EE | $6,684 | $5,292+26.3% | $4,729+41.3% | $6,401+4.4% |
| Admin fee / account holder | $266 | $7,492-96.5% | $6,412-95.9% | $11,429-97.7% |