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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,704 | $133,981-12.1% | $112,249+4.9% | $134,532-12.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -8.01% | 47.16%-55.2pp | 27.48%-35.5pp | 418.27%-426.3pp |
| Employer contribution / active EE | $14,263 | $4,040+253.1% | $3,636+292.3% | $4,741+200.8% |
| Participant deferral / active EE | $7,218 | $5,292+36.4% | $4,729+52.6% | $6,401+12.8% |
| Admin fee / account holder | $5 | $7,492-99.9% | $6,412-99.9% | $11,429-100.0% |