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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,314 | $133,998-46.0% | $112,263-35.6% | $134,545-46.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.58% | 47.17%-60.7pp | 27.49%-41.1pp | 418.37%-431.9pp |
| Employer contribution / active EE | $4,592 | $4,040+13.7% | $3,636+26.3% | $4,742-3.2% |
| Participant deferral / active EE | $1,805 | $5,292-65.9% | $4,729-61.8% | $6,401-71.8% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |