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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,409 | $95,975+7.7% | $74,549+38.7% | $135,379-23.6% |
| Participation rate | 92.3% | 75.7%+16.7pp | 69.1%+23.2pp | 82.6%+9.7pp |
| Annual return | -3.90% | 56.96%-60.9pp | 32.53%-36.4pp | 519.79%-523.7pp |
| Employer contribution / active EE | $0 | $2,716-100.0% | $1,961-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,977 | $3,844+29.5% | $3,108+60.1% | $5,609-11.3% |
| Admin fee / account holder | $43 | $6,522-99.3% | $5,059-99.2% | $10,828-99.6% |