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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,615 | $133,981-66.0% | $112,249-59.4% | $134,532-66.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.15% | 47.16%-64.3pp | 27.48%-44.6pp | 418.27%-435.4pp |
| Employer contribution / active EE | $12,664 | $4,040+213.5% | $3,636+248.3% | $4,741+167.1% |
| Participant deferral / active EE | $6,240 | $5,292+17.9% | $4,729+32.0% | $6,401-2.5% |
| Admin fee / account holder | $13 | $7,492-99.8% | $6,412-99.8% | $11,429-99.9% |