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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,064 | $82,674-21.3% | $125,363-48.1% | $68,495-5.0% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -18.01% | -5.97%-12.0pp | 572.15%-590.2pp | -7.84%-10.2pp |
| Employer contribution / active EE | $15,862 | $3,382+369.1% | $4,815+229.5% | $2,596+510.9% |
| Participant deferral / active EE | $12,323 | $6,111+101.7% | $7,447+65.5% | $4,028+206.0% |
| Admin fee / account holder | $4 | $6,276-99.9% | $10,005-100.0% | $5,403-99.9% |