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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,141 | $82,674-70.8% | $125,381-80.7% | $68,486-64.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -9.71% | -5.97%-3.7pp | 572.31%-582.0pp | -7.85%-1.9pp |
| Employer contribution / active EE | $9,220 | $3,382+172.6% | $4,815+91.5% | $2,597+255.1% |
| Participant deferral / active EE | $5,471 | $6,111-10.5% | $7,448-26.5% | $4,028+35.8% |
| Admin fee / account holder | $244 | $6,277-96.1% | $10,007-97.6% | $5,404-95.5% |