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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,816 | $133,981-39.7% | $112,249-28.0% | $134,532-39.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -5.11% | 47.16%-52.3pp | 27.48%-32.6pp | 418.27%-423.4pp |
| Employer contribution / active EE | $22,917 | $4,040+467.3% | $3,636+530.3% | $4,741+383.4% |
| Participant deferral / active EE | $15,833 | $5,292+199.2% | $4,729+234.8% | $6,401+147.4% |
| Admin fee / account holder | $77 | $7,492-99.0% | $6,412-98.8% | $11,429-99.3% |