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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,176 | $95,979-79.0% | $74,551-72.9% | $135,380-85.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.51% | 56.97%-63.5pp | 32.53%-39.0pp | 519.81%-526.3pp |
| Employer contribution / active EE | $2,863 | $2,716+5.4% | $1,961+46.0% | $4,779-40.1% |
| Participant deferral / active EE | $2,863 | $3,844-25.5% | $3,108-7.9% | $5,609-49.0% |
| Admin fee / account holder | $84 | $6,522-98.7% | $5,059-98.3% | $10,828-99.2% |