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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,573 | $95,979-15.0% | $74,551+9.4% | $135,380-39.7% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.59% | 56.97%-63.6pp | 32.53%-39.1pp | 519.81%-526.4pp |
| Employer contribution / active EE | $2,695 | $2,716-0.8% | $1,961+37.4% | $4,779-43.6% |
| Participant deferral / active EE | $2,680 | $3,844-30.3% | $3,108-13.8% | $5,609-52.2% |
| Admin fee / account holder | $88 | $6,522-98.7% | $5,059-98.3% | $10,828-99.2% |