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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,700 | $133,981-15.9% | $112,249+0.4% | $134,532-16.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.99% | 47.16%-65.2pp | 27.48%-45.5pp | 418.27%-436.3pp |
| Employer contribution / active EE | $8,673 | $4,040+114.7% | $3,636+138.5% | $4,741+82.9% |
| Participant deferral / active EE | $6,472 | $5,292+22.3% | $4,729+36.9% | $6,401+1.1% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |