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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $81,416 | $129,959-37.4% | $104,301-21.9% | $134,532-39.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -19.94% | 42.04%-62.0pp | 24.61%-44.6pp | 418.27%-438.2pp |
| Employer contribution / active EE | $3,420 | $4,185-18.3% | $3,373+1.4% | $4,741-27.9% |
| Participant deferral / active EE | $8,290 | $5,589+48.3% | $4,626+79.2% | $6,401+29.5% |
| Admin fee / account holder | $63 | $9,325-99.3% | $7,340-99.1% | $11,429-99.5% |