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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,658 | $133,998-74.9% | $112,263-70.0% | $134,545-75.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -10.32% | 47.17%-57.5pp | 27.49%-37.8pp | 418.37%-428.7pp |
| Employer contribution / active EE | $7,789 | $4,040+92.8% | $3,636+114.2% | $4,742+64.3% |
| Participant deferral / active EE | $8,131 | $5,292+53.6% | $4,729+71.9% | $6,401+27.0% |
| Admin fee / account holder | $11 | $7,493-99.8% | $6,410-99.8% | $11,431-99.9% |