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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,577 | $93,124+17.7% | $77,100+42.1% | $134,545-18.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -18.10% | 62.68%-80.8pp | 42.35%-60.5pp | 418.37%-436.5pp |
| Employer contribution / active EE | $1,001 | $3,421-70.8% | $2,815-64.5% | $4,742-78.9% |
| Participant deferral / active EE | $6,663 | $5,242+27.1% | $4,430+50.4% | $6,401+4.1% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |