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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $91,136 | $129,960-29.9% | $104,299-12.6% | $134,545-32.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -20.11% | 42.06%-62.2pp | 24.62%-44.7pp | 418.37%-438.5pp |
| Employer contribution / active EE | $15,100 | $4,186+260.7% | $3,373+347.6% | $4,742+218.5% |
| Participant deferral / active EE | $14,000 | $5,589+150.5% | $4,626+202.7% | $6,401+118.7% |
| Admin fee / account holder | $43 | $9,324-99.5% | $7,339-99.4% | $11,431-99.6% |