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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,907 | $152,591-28.0% | $117,529-6.5% | $134,545-18.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.54% | 53.04%-67.6pp | 29.77%-44.3pp | 418.37%-432.9pp |
| Employer contribution / active EE | $7,244 | $5,576+29.9% | $4,179+73.3% | $4,742+52.8% |
| Participant deferral / active EE | $8,935 | $4,821+85.3% | $4,072+119.4% | $6,401+39.6% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |