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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $101,490 | $133,998-24.3% | $112,263-9.6% | $134,545-24.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.54% | 47.17%-62.7pp | 27.49%-43.0pp | 418.37%-433.9pp |
| Employer contribution / active EE | $2,935 | $4,040-27.3% | $3,636-19.3% | $4,742-38.1% |
| Participant deferral / active EE | $8,261 | $5,292+56.1% | $4,729+74.7% | $6,401+29.1% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |