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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,203 | $138,075-29.6% | $123,552-21.3% | $135,379-28.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -9.01% | 153.70%-162.7pp | 119.20%-128.2pp | 519.79%-528.8pp |
| Employer contribution / active EE | $3,644 | $5,152-29.3% | $4,628-21.3% | $4,779-23.7% |
| Participant deferral / active EE | $17,576 | $6,800+158.5% | $6,426+173.5% | $5,609+213.4% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |