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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,762 | $152,597-46.4% | $117,533-30.4% | $134,532-39.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -19.28% | 53.04%-72.3pp | 29.77%-49.0pp | 418.27%-437.5pp |
| Employer contribution / active EE | $9,614 | $5,576+72.4% | $4,179+130.0% | $4,741+102.8% |
| Participant deferral / active EE | $18,466 | $4,821+283.0% | $4,072+353.5% | $6,401+188.5% |
| Admin fee / account holder | $20 | $7,007-99.7% | $5,647-99.6% | $11,429-99.8% |