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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,789 | $134,001-33.0% | $112,258-20.0% | $134,509-33.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.25% | 47.15%-64.4pp | 27.47%-44.7pp | 418.13%-435.4pp |
| Employer contribution / active EE | $23,244 | $4,039+475.4% | $3,636+539.3% | $4,741+390.3% |
| Participant deferral / active EE | $6,951 | $5,291+31.4% | $4,728+47.0% | $6,400+8.6% |
| Admin fee / account holder | $298 | $7,491-96.0% | $6,411-95.4% | $11,427-97.4% |