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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,834 | $75,832-27.7% | $147,617-62.9% | $59,633-8.0% |
| Participation rate | 96.4% | 71.6%+24.9pp | 84.6%+11.8pp | 68.7%+27.8pp |
| Annual return | -2.71% | 0.37%-3.1pp | 61.98%-64.7pp | 2041.45%-2044.2pp |
| Employer contribution / active EE | $7,126 | $3,485+104.5% | $5,564+28.1% | $2,203+223.5% |
| Participant deferral / active EE | $6,443 | $3,131+105.8% | $4,895+31.6% | $3,192+101.9% |
| Admin fee / account holder | $115 | $5,986-98.1% | $11,612-99.0% | $4,297-97.3% |