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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,273 | $133,998-73.7% | $112,263-68.6% | $134,545-73.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.94% | 47.17%-64.1pp | 27.49%-44.4pp | 418.37%-435.3pp |
| Employer contribution / active EE | $16,000 | $4,040+296.0% | $3,636+340.0% | $4,742+237.4% |
| Participant deferral / active EE | $5,415 | $5,292+2.3% | $4,729+14.5% | $6,401-15.4% |
| Admin fee / account holder | $20 | $7,493-99.7% | $6,410-99.7% | $11,431-99.8% |