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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,879 | $90,320-42.6% | $59,496-12.8% | $125,389-58.6% |
| Participation rate | 100.0% | 68.3%+31.7pp | 54.6%+45.4pp | 83.2%+16.8pp |
| Annual return | -1.60% | 369.13%-370.7pp | 182.05%-183.6pp | 282.24%-283.8pp |
| Employer contribution / active EE | $5,499 | $1,792+207.0% | $1,153+377.0% | $4,866+13.0% |
| Participant deferral / active EE | $3,000 | $2,716+10.5% | $1,829+64.0% | $5,352-43.9% |
| Admin fee / account holder | $289 | $3,063-90.6% | $2,232-87.1% | $9,541-97.0% |