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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,793 | $67,352-20.1% | $60,899-11.7% | $134,509-60.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -11.37% | 49.99%-61.4pp | 16.92%-28.3pp | 418.13%-429.5pp |
| Employer contribution / active EE | $12,688 | $3,098+309.6% | $2,702+369.5% | $4,741+167.7% |
| Participant deferral / active EE | $6,845 | $4,539+50.8% | $3,817+79.3% | $6,400+7.0% |
| Admin fee / account holder | $138 | $4,585-97.0% | $3,225-95.7% | $11,427-98.8% |