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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,933 | $95,979-49.0% | $74,551-34.4% | $135,380-63.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.10% | 56.97%-63.1pp | 32.53%-38.6pp | 519.81%-525.9pp |
| Employer contribution / active EE | $9,978 | $2,716+267.4% | $1,961+408.8% | $4,779+108.8% |
| Participant deferral / active EE | $9,556 | $3,844+148.6% | $3,108+207.4% | $5,609+70.4% |
| Admin fee / account holder | $10 | $6,522-99.9% | $5,059-99.8% | $10,828-99.9% |