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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,706 | $93,117+1.7% | $77,096+22.8% | $134,532-29.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.77% | 62.67%-82.4pp | 42.35%-62.1pp | 418.27%-438.0pp |
| Employer contribution / active EE | $5,284 | $3,420+54.5% | $2,814+87.8% | $4,741+11.5% |
| Participant deferral / active EE | $7,803 | $5,241+48.9% | $4,429+76.2% | $6,401+21.9% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |