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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,586 | $93,098-67.1% | $77,081-60.3% | $134,509-77.3% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.85% | 62.63%-81.5pp | 42.33%-61.2pp | 418.13%-437.0pp |
| Employer contribution / active EE | $4,589 | $3,419+34.2% | $2,813+63.1% | $4,741-3.2% |
| Participant deferral / active EE | $4,750 | $5,239-9.3% | $4,428+7.3% | $6,400-25.8% |
| Admin fee / account holder | $0 | $6,945-100.0% | $5,427-100.0% | $11,427-100.0% |