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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,790 | $93,117-57.3% | $77,096-48.4% | $134,532-70.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.03% | 62.67%-81.7pp | 42.35%-61.4pp | 418.27%-437.3pp |
| Employer contribution / active EE | $4,859 | $3,420+42.1% | $2,814+72.6% | $4,741+2.5% |
| Participant deferral / active EE | $4,891 | $5,241-6.7% | $4,429+10.4% | $6,401-23.6% |
| Admin fee / account holder | $153 | $6,948-97.8% | $5,428-97.2% | $11,429-98.7% |