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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,006 | $133,981-69.4% | $112,249-63.5% | $134,532-69.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.00% | 47.16%-60.2pp | 27.48%-40.5pp | 418.27%-431.3pp |
| Employer contribution / active EE | $6,167 | $4,040+52.7% | $3,636+69.6% | $4,741+30.1% |
| Participant deferral / active EE | $3,577 | $5,292-32.4% | $4,729-24.4% | $6,401-44.1% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |