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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,570 | $95,975-9.8% | $74,552+16.1% | $135,377-36.1% |
| Participation rate | 83.3% | 75.6%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -0.25% | 56.96%-57.2pp | 32.53%-32.8pp | 519.75%-520.0pp |
| Employer contribution / active EE | $15,131 | $2,716+457.1% | $1,961+671.6% | $4,779+216.6% |
| Participant deferral / active EE | $1,546 | $3,843-59.8% | $3,108-50.3% | $5,609-72.4% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,828-100.0% |