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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,804 | $133,983-79.2% | $112,244-75.2% | $134,493-79.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.29% | 47.13%-64.4pp | 27.46%-44.8pp | 418.01%-435.3pp |
| Employer contribution / active EE | $6,579 | $4,039+62.9% | $3,635+81.0% | $4,740+38.8% |
| Participant deferral / active EE | $12,017 | $5,291+127.1% | $4,728+154.1% | $6,400+87.8% |
| Admin fee / account holder | $270 | $7,490-96.4% | $6,411-95.8% | $11,425-97.6% |