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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,261 | $129,959-47.5% | $104,301-34.6% | $134,532-49.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -12.42% | 42.04%-54.5pp | 24.61%-37.0pp | 418.27%-430.7pp |
| Employer contribution / active EE | $15,775 | $4,185+276.9% | $3,373+367.7% | $4,741+232.7% |
| Participant deferral / active EE | $20,933 | $5,589+274.5% | $4,626+352.5% | $6,401+227.0% |
| Admin fee / account holder | $0 | $9,325-100.0% | $7,340-100.0% | $11,429-100.0% |