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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,309 | $93,098-77.1% | $77,081-72.4% | $134,509-84.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -20.73% | 62.63%-83.4pp | 42.33%-63.1pp | 418.13%-438.9pp |
| Employer contribution / active EE | $5,345 | $3,419+56.3% | $2,813+90.0% | $4,741+12.8% |
| Participant deferral / active EE | $7,231 | $5,239+38.0% | $4,428+63.3% | $6,400+13.0% |
| Admin fee / account holder | $30 | $6,945-99.6% | $5,427-99.5% | $11,427-99.7% |