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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,250 | $93,117-2.0% | $77,096+18.4% | $134,532-32.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.61% | 62.67%-81.3pp | 42.35%-61.0pp | 418.27%-436.9pp |
| Employer contribution / active EE | $6,714 | $3,420+96.3% | $2,814+138.6% | $4,741+41.6% |
| Participant deferral / active EE | $10,229 | $5,241+95.2% | $4,429+130.9% | $6,401+59.8% |
| Admin fee / account holder | $228 | $6,948-96.7% | $5,428-95.8% | $11,429-98.0% |