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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,591 | $133,998-58.5% | $112,263-50.5% | $134,545-58.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.79% | 47.17%-64.0pp | 27.49%-44.3pp | 418.37%-435.2pp |
| Employer contribution / active EE | $6,846 | $4,040+69.4% | $3,636+88.3% | $4,742+44.4% |
| Participant deferral / active EE | $4,430 | $5,292-16.3% | $4,729-6.3% | $6,401-30.8% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |