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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,241 | $154,145-50.5% | $130,014-41.4% | $139,427-45.3% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.5%+4.8pp | 80.3%+3.0pp |
| Annual return | 21.05% | 32.49%-11.4pp | -137.22%+158.3pp | 373.27%-352.2pp |
| Employer contribution / active EE | $2,898 | $5,290-45.2% | $4,320-32.9% | $4,752-39.0% |
| Participant deferral / active EE | $6,142 | $6,711-8.5% | $5,821+5.5% | $6,711-8.5% |
| Admin fee / account holder | $0 | $14,009-100.0% | $10,616-100.0% | $11,404-100.0% |