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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,221 | $133,981-80.4% | $112,249-76.6% | $134,532-80.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.17% | 47.16%-65.3pp | 27.48%-45.7pp | 418.27%-436.4pp |
| Employer contribution / active EE | $7,049 | $4,040+74.5% | $3,636+93.9% | $4,741+48.7% |
| Participant deferral / active EE | $5,553 | $5,292+4.9% | $4,729+17.4% | $6,401-13.2% |
| Admin fee / account holder | $103 | $7,492-98.6% | $6,412-98.4% | $11,429-99.1% |