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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,383 | $129,960-78.9% | $104,299-73.7% | $134,545-79.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.04% | 42.06%-59.1pp | 24.62%-41.7pp | 418.37%-435.4pp |
| Employer contribution / active EE | $7,418 | $4,186+77.2% | $3,373+119.9% | $4,742+56.5% |
| Participant deferral / active EE | $2,364 | $5,589-57.7% | $4,626-48.9% | $6,401-63.1% |
| Admin fee / account holder | $0 | $9,324-100.0% | $7,339-100.0% | $11,431-100.0% |