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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $108,366 | $152,542-29.0% | $117,498-7.8% | $134,509-19.4% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.02% | 53.02%-71.0pp | 29.75%-47.8pp | 418.13%-436.2pp |
| Employer contribution / active EE | $2,734 | $5,574-51.0% | $4,178-34.6% | $4,741-42.3% |
| Participant deferral / active EE | $3,990 | $4,819-17.2% | $4,071-2.0% | $6,400-37.7% |
| Admin fee / account holder | $0 | $7,006-100.0% | $5,646-100.0% | $11,427-100.0% |