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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,651 | $67,372-60.4% | $60,906-56.2% | $134,532-80.2% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.55% | 50.05%-67.6pp | 16.94%-34.5pp | 418.27%-435.8pp |
| Employer contribution / active EE | $3,875 | $3,099+25.0% | $2,703+43.3% | $4,741-18.3% |
| Participant deferral / active EE | $3,712 | $4,532-18.1% | $3,814-2.7% | $6,401-42.0% |
| Admin fee / account holder | $63 | $4,588-98.6% | $3,227-98.1% | $11,429-99.5% |