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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,357 | $82,674+4.5% | $125,381-31.1% | $68,486+26.1% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -11.99% | -5.97%-6.0pp | 572.31%-584.3pp | -7.85%-4.1pp |
| Employer contribution / active EE | $6,609 | $3,382+95.4% | $4,815+37.3% | $2,597+154.5% |
| Participant deferral / active EE | $2,953 | $6,111-51.7% | $7,448-60.4% | $4,028-26.7% |
| Admin fee / account holder | $182 | $6,277-97.1% | $10,007-98.2% | $5,404-96.6% |