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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,805 | $129,959-50.1% | $104,301-37.9% | $134,532-51.8% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.77% | 42.04%-61.8pp | 24.61%-44.4pp | 418.27%-438.0pp |
| Employer contribution / active EE | $3,110 | $4,185-25.7% | $3,373-7.8% | $4,741-34.4% |
| Participant deferral / active EE | $11,507 | $5,589+105.9% | $4,626+148.8% | $6,401+79.8% |
| Admin fee / account holder | $32 | $9,325-99.7% | $7,340-99.6% | $11,429-99.7% |