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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,391 | $129,959-35.1% | $104,301-19.1% | $134,532-37.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.11% | 42.04%-60.2pp | 24.61%-42.7pp | 418.27%-436.4pp |
| Employer contribution / active EE | $2,170 | $4,185-48.1% | $3,373-35.6% | $4,741-54.2% |
| Participant deferral / active EE | $9,703 | $5,589+73.6% | $4,626+109.8% | $6,401+51.6% |
| Admin fee / account holder | $55 | $9,325-99.4% | $7,340-99.2% | $11,429-99.5% |