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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,830 | $133,981-22.5% | $112,249-7.5% | $134,532-22.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.88% | 47.16%-65.0pp | 27.48%-45.4pp | 418.27%-436.2pp |
| Employer contribution / active EE | $2,116 | $4,040-47.6% | $3,636-41.8% | $4,741-55.4% |
| Participant deferral / active EE | $10,762 | $5,292+103.4% | $4,729+127.6% | $6,401+68.1% |
| Admin fee / account holder | $20 | $7,492-99.7% | $6,412-99.7% | $11,429-99.8% |