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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,831 | $93,117-13.2% | $77,096+4.8% | $134,532-39.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.70% | 62.67%-82.4pp | 42.35%-62.0pp | 418.27%-438.0pp |
| Employer contribution / active EE | $7,475 | $3,420+118.5% | $2,814+165.6% | $4,741+57.7% |
| Participant deferral / active EE | $13,550 | $5,241+158.5% | $4,429+205.9% | $6,401+111.7% |
| Admin fee / account holder | $61 | $6,948-99.1% | $5,428-98.9% | $11,429-99.5% |