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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,226 | $82,674-50.1% | $125,381-67.1% | $68,486-39.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.99% | -5.97%-12.0pp | 572.31%-590.3pp | -7.85%-10.1pp |
| Employer contribution / active EE | $3,235 | $3,382-4.4% | $4,815-32.8% | $2,597+24.6% |
| Participant deferral / active EE | $7,913 | $6,111+29.5% | $7,448+6.3% | $4,028+96.5% |
| Admin fee / account holder | $214 | $6,277-96.6% | $10,007-97.9% | $5,404-96.0% |