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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,709 | $129,959-13.3% | $104,301+8.1% | $134,532-16.2% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -15.04% | 42.04%-57.1pp | 24.61%-39.7pp | 418.27%-433.3pp |
| Employer contribution / active EE | $22,850 | $4,185+445.9% | $3,373+577.5% | $4,741+382.0% |
| Participant deferral / active EE | $19,750 | $5,589+253.4% | $4,626+327.0% | $6,401+208.6% |
| Admin fee / account holder | $0 | $9,325-100.0% | $7,340-100.0% | $11,429-100.0% |