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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,361 | $134,001-54.2% | $112,258-45.3% | $134,509-54.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.06% | 47.15%-66.2pp | 27.47%-46.5pp | 418.13%-437.2pp |
| Employer contribution / active EE | $14,288 | $4,039+253.7% | $3,636+293.0% | $4,741+201.4% |
| Participant deferral / active EE | $15,445 | $5,291+191.9% | $4,728+226.6% | $6,400+141.3% |
| Admin fee / account holder | $30 | $7,491-99.6% | $6,411-99.5% | $11,427-99.7% |