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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,534 | $133,998-71.2% | $112,263-65.7% | $134,545-71.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -5.57% | 47.17%-52.7pp | 27.49%-33.1pp | 418.37%-423.9pp |
| Employer contribution / active EE | $12,379 | $4,040+206.4% | $3,636+240.4% | $4,742+161.1% |
| Participant deferral / active EE | $3,829 | $5,292-27.7% | $4,729-19.0% | $6,401-40.2% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |