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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,526 | $67,396-13.2% | $60,919-3.9% | $134,545-56.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.62% | 50.12%-68.7pp | 16.96%-35.6pp | 418.37%-437.0pp |
| Employer contribution / active EE | $11,918 | $3,101+284.3% | $2,704+340.8% | $4,742+151.4% |
| Participant deferral / active EE | $5,470 | $4,534+20.6% | $3,814+43.4% | $6,401-14.5% |
| Admin fee / account holder | $0 | $4,590-100.0% | $3,228-100.0% | $11,431-100.0% |