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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,612 | $152,597-45.9% | $117,533-29.7% | $134,532-38.6% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -10.78% | 53.04%-63.8pp | 29.77%-40.6pp | 418.27%-429.1pp |
| Employer contribution / active EE | $1,387 | $5,576-75.1% | $4,179-66.8% | $4,741-70.7% |
| Participant deferral / active EE | $4,555 | $4,821-5.5% | $4,072+11.8% | $6,401-28.8% |
| Admin fee / account holder | $63 | $7,007-99.1% | $5,647-98.9% | $11,429-99.5% |