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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,664 | $100,805-73.5% | $86,698-69.2% | $134,532-80.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.55% | 29.09%-48.6pp | 35.95%-55.5pp | 418.27%-437.8pp |
| Employer contribution / active EE | $5,133 | $3,490+47.1% | $2,837+81.0% | $4,741+8.3% |
| Participant deferral / active EE | $4,640 | $5,339-13.1% | $4,656-0.3% | $6,401-27.5% |
| Admin fee / account holder | $19 | $10,925-99.8% | $7,493-99.8% | $11,429-99.8% |