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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,546 | $93,117-69.3% | $77,096-63.0% | $134,532-78.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -11.86% | 62.67%-74.5pp | 42.35%-54.2pp | 418.27%-430.1pp |
| Employer contribution / active EE | $9,119 | $3,420+166.6% | $2,814+224.0% | $4,741+92.3% |
| Participant deferral / active EE | $6,190 | $5,241+18.1% | $4,429+39.8% | $6,401-3.3% |
| Admin fee / account holder | $138 | $6,948-98.0% | $5,428-97.5% | $11,429-98.8% |