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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,802 | $133,998-68.1% | $112,263-61.9% | $134,545-68.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.11% | 47.17%-64.3pp | 27.49%-44.6pp | 418.37%-435.5pp |
| Employer contribution / active EE | $11,964 | $4,040+196.1% | $3,636+229.0% | $4,742+152.3% |
| Participant deferral / active EE | $7,325 | $5,292+38.4% | $4,729+54.9% | $6,401+14.4% |
| Admin fee / account holder | $170 | $7,493-97.7% | $6,410-97.3% | $11,431-98.5% |