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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,885 | $82,678-11.8% | $125,391-41.9% | $68,490+6.4% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.49% | -5.97%-11.5pp | 572.41%-589.9pp | -7.85%-9.6pp |
| Employer contribution / active EE | $6,529 | $3,382+93.0% | $4,816+35.6% | $2,597+151.4% |
| Participant deferral / active EE | $7,431 | $6,111+21.6% | $7,448-0.2% | $4,028+84.5% |
| Admin fee / account holder | $118 | $6,277-98.1% | $10,009-98.8% | $5,403-97.8% |