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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,379 | $67,352-5.9% | $60,899+4.1% | $134,509-52.9% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.37% | 49.99%-67.4pp | 16.92%-34.3pp | 418.13%-435.5pp |
| Employer contribution / active EE | $2,492 | $3,098-19.6% | $2,702-7.8% | $4,741-47.4% |
| Participant deferral / active EE | $6,161 | $4,539+35.7% | $3,817+61.4% | $6,400-3.7% |
| Admin fee / account holder | $53 | $4,585-98.9% | $3,225-98.4% | $11,427-99.5% |