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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,558 | $100,805-43.9% | $86,698-34.8% | $134,532-58.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -11.51% | 29.09%-40.6pp | 35.95%-47.5pp | 418.27%-429.8pp |
| Employer contribution / active EE | $6,254 | $3,490+79.2% | $2,837+120.5% | $4,741+31.9% |
| Participant deferral / active EE | $3,903 | $5,339-26.9% | $4,656-16.2% | $6,401-39.0% |
| Admin fee / account holder | $83 | $10,925-99.2% | $7,493-98.9% | $11,429-99.3% |