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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,309 | $100,805+1.5% | $86,698+18.0% | $134,532-24.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.63% | 29.09%-44.7pp | 35.95%-51.6pp | 418.27%-433.9pp |
| Employer contribution / active EE | $9,549 | $3,490+173.6% | $2,837+236.6% | $4,741+101.4% |
| Participant deferral / active EE | $7,702 | $5,339+44.3% | $4,656+65.4% | $6,401+20.3% |
| Admin fee / account holder | $0 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |