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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,225 | $133,998-80.4% | $112,263-76.6% | $134,545-80.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.86% | 47.17%-60.0pp | 27.49%-40.4pp | 418.37%-431.2pp |
| Employer contribution / active EE | $5,165 | $4,040+27.8% | $3,636+42.0% | $4,742+8.9% |
| Participant deferral / active EE | $4,782 | $5,292-9.7% | $4,729+1.1% | $6,401-25.3% |
| Admin fee / account holder | $146 | $7,493-98.1% | $6,410-97.7% | $11,431-98.7% |