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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,902 | $134,001-1.6% | $112,258+17.5% | $134,509-1.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -11.06% | 47.15%-58.2pp | 27.47%-38.5pp | 418.13%-429.2pp |
| Employer contribution / active EE | $2,872 | $4,039-28.9% | $3,636-21.0% | $4,741-39.4% |
| Participant deferral / active EE | $11,895 | $5,291+124.8% | $4,728+151.5% | $6,400+85.8% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |