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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,225 | $133,983-80.4% | $112,244-76.6% | $134,493-80.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.86% | 47.13%-60.0pp | 27.46%-40.3pp | 418.01%-430.9pp |
| Employer contribution / active EE | $5,165 | $4,039+27.9% | $3,635+42.1% | $4,740+9.0% |
| Participant deferral / active EE | $4,782 | $5,291-9.6% | $4,728+1.1% | $6,400-25.3% |
| Admin fee / account holder | $146 | $7,490-98.1% | $6,411-97.7% | $11,425-98.7% |