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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,359 | $95,975-23.6% | $74,549-1.6% | $135,379-45.8% |
| Participation rate | 90.0% | 75.7%+14.3pp | 69.1%+20.9pp | 82.6%+7.4pp |
| Annual return | -7.57% | 56.96%-64.5pp | 32.53%-40.1pp | 519.79%-527.4pp |
| Employer contribution / active EE | $10,267 | $2,716+278.0% | $1,961+423.6% | $4,779+114.8% |
| Participant deferral / active EE | $7,648 | $3,844+99.0% | $3,108+146.0% | $5,609+36.3% |
| Admin fee / account holder | $14 | $6,522-99.8% | $5,059-99.7% | $10,828-99.9% |