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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,311 | $106,557-50.9% | $91,227-42.7% | $134,545-61.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.49% | 160.81%-177.3pp | 114.14%-130.6pp | 418.37%-434.9pp |
| Employer contribution / active EE | $3,632 | $3,332+9.0% | $2,851+27.4% | $4,742-23.4% |
| Participant deferral / active EE | $8,126 | $4,719+72.2% | $4,234+91.9% | $6,401+26.9% |
| Admin fee / account holder | $139 | $6,235-97.8% | $5,423-97.4% | $11,431-98.8% |