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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,500 | $138,075-61.3% | $123,552-56.7% | $135,379-60.5% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.70% | 153.70%-162.4pp | 119.20%-127.9pp | 519.79%-528.5pp |
| Employer contribution / active EE | $2,625 | $5,152-49.0% | $4,628-43.3% | $4,779-45.1% |
| Participant deferral / active EE | $18,500 | $6,800+172.1% | $6,426+187.9% | $5,609+229.8% |
| Admin fee / account holder | $293 | $10,917-97.3% | $9,285-96.8% | $10,828-97.3% |