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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,543 | $93,124-87.6% | $77,100-85.0% | $134,545-91.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -12.86% | 62.68%-75.5pp | 42.35%-55.2pp | 418.37%-431.2pp |
| Employer contribution / active EE | $2,995 | $3,421-12.5% | $2,815+6.4% | $4,742-36.8% |
| Participant deferral / active EE | $3,806 | $5,242-27.4% | $4,430-14.1% | $6,401-40.5% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |