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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,548 | $129,960-67.3% | $104,299-59.2% | $134,545-68.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.93% | 42.06%-56.0pp | 24.62%-38.5pp | 418.37%-432.3pp |
| Employer contribution / active EE | $7,916 | $4,186+89.1% | $3,373+134.7% | $4,742+66.9% |
| Participant deferral / active EE | $1,778 | $5,589-68.2% | $4,626-61.6% | $6,401-72.2% |
| Admin fee / account holder | $282 | $9,324-97.0% | $7,339-96.2% | $11,431-97.5% |