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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,804 | $133,998-79.3% | $112,263-75.2% | $134,545-79.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.29% | 47.17%-64.5pp | 27.49%-44.8pp | 418.37%-435.7pp |
| Employer contribution / active EE | $6,579 | $4,040+62.8% | $3,636+80.9% | $4,742+38.7% |
| Participant deferral / active EE | $12,017 | $5,292+127.1% | $4,729+154.1% | $6,401+87.7% |
| Admin fee / account holder | $270 | $7,493-96.4% | $6,410-95.8% | $11,431-97.6% |