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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,856 | $160,059-70.1% | $140,019-65.8% | $135,380-64.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.5%+12.5pp | 82.6%+17.4pp |
| Annual return | -6.19% | 911.48%-917.7pp | 651.17%-657.4pp | 519.81%-526.0pp |
| Employer contribution / active EE | $8,423 | $6,420+31.2% | $5,605+50.3% | $4,779+76.2% |
| Participant deferral / active EE | $13,341 | $7,641+74.6% | $6,927+92.6% | $5,609+137.8% |
| Admin fee / account holder | $156 | $13,328-98.8% | $10,705-98.5% | $10,828-98.6% |