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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,206 | $133,981-77.5% | $112,249-73.1% | $134,532-77.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.06% | 47.16%-58.2pp | 27.48%-38.5pp | 418.27%-429.3pp |
| Employer contribution / active EE | $3,125 | $4,040-22.6% | $3,636-14.1% | $4,741-34.1% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $296 | $7,492-96.0% | $6,412-95.4% | $11,429-97.4% |