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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,906 | $93,117-4.5% | $77,096+15.3% | $134,532-33.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -12.83% | 62.67%-75.5pp | 42.35%-55.2pp | 418.27%-431.1pp |
| Employer contribution / active EE | $20,251 | $3,420+492.1% | $2,814+619.5% | $4,741+327.1% |
| Participant deferral / active EE | $11,128 | $5,241+112.3% | $4,429+151.2% | $6,401+73.9% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |