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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,555 | $67,372+32.9% | $60,906+47.0% | $134,532-33.4% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -19.65% | 50.05%-69.7pp | 16.94%-36.6pp | 418.27%-437.9pp |
| Employer contribution / active EE | $5,000 | $3,099+61.3% | $2,703+85.0% | $4,741+5.5% |
| Participant deferral / active EE | $0 | $4,532-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $4,588-100.0% | $3,227-100.0% | $11,429-100.0% |