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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $104,717 | $133,998-21.9% | $112,263-6.7% | $134,545-22.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.29% | 47.17%-67.5pp | 27.49%-47.8pp | 418.37%-438.7pp |
| Employer contribution / active EE | $3,201 | $4,040-20.8% | $3,636-12.0% | $4,742-32.5% |
| Participant deferral / active EE | $5,978 | $5,292+13.0% | $4,729+26.4% | $6,401-6.6% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |