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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,047 | $133,981-35.0% | $112,249-22.5% | $134,532-35.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.67% | 47.16%-65.8pp | 27.48%-46.1pp | 418.27%-436.9pp |
| Employer contribution / active EE | $7,734 | $4,040+91.4% | $3,636+112.7% | $4,741+63.1% |
| Participant deferral / active EE | $4,939 | $5,292-6.7% | $4,729+4.4% | $6,401-22.8% |
| Admin fee / account holder | $2 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |