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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,655 | $190,916-77.7% | $160,037-73.3% | $134,545-68.3% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -13.49% | 552.79%-566.3pp | 408.95%-422.4pp | 418.37%-431.9pp |
| Employer contribution / active EE | $6,075 | $4,996+21.6% | $4,226+43.8% | $4,742+28.1% |
| Participant deferral / active EE | $4,662 | $6,925-32.7% | $6,184-24.6% | $6,401-27.2% |
| Admin fee / account holder | $85 | $10,497-99.2% | $8,716-99.0% | $11,431-99.3% |