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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,555 | $67,352+33.0% | $60,899+47.1% | $134,509-33.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -19.65% | 49.99%-69.6pp | 16.92%-36.6pp | 418.13%-437.8pp |
| Employer contribution / active EE | $5,000 | $3,098+61.4% | $2,702+85.0% | $4,741+5.5% |
| Participant deferral / active EE | $0 | $4,539-100.0% | $3,817-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $4,585-100.0% | $3,225-100.0% | $11,427-100.0% |