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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,055 | $133,998-73.8% | $112,263-68.8% | $134,545-73.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.71% | 47.17%-63.9pp | 27.49%-44.2pp | 418.37%-435.1pp |
| Employer contribution / active EE | $10,531 | $4,040+160.6% | $3,636+189.6% | $4,742+122.1% |
| Participant deferral / active EE | $11,353 | $5,292+114.5% | $4,729+140.1% | $6,401+77.4% |
| Admin fee / account holder | $242 | $7,493-96.8% | $6,410-96.2% | $11,431-97.9% |