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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,394 | $90,320-71.9% | $59,496-57.3% | $125,389-79.7% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -4.33% | 369.13%-373.5pp | 182.05%-186.4pp | 282.24%-286.6pp |
| Employer contribution / active EE | $2,367 | $1,792+32.1% | $1,153+105.3% | $4,866-51.4% |
| Participant deferral / active EE | $4,902 | $2,716+80.5% | $1,829+168.0% | $5,352-8.4% |
| Admin fee / account holder | $30 | $3,063-99.0% | $2,232-98.7% | $9,541-99.7% |