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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,680 | $133,981-76.4% | $112,249-71.8% | $134,532-76.5% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -14.01% | 47.16%-61.2pp | 27.48%-41.5pp | 418.27%-432.3pp |
| Employer contribution / active EE | $11,109 | $4,040+175.0% | $3,636+205.5% | $4,741+134.3% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $113 | $7,492-98.5% | $6,412-98.2% | $11,429-99.0% |