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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $65,491 | $54,355+20.5% | $82,744-20.9% | $68,486-4.4% |
| Participation rate | 97.6% | 63.9%+33.7pp | 72.6%+25.1pp | 67.9%+29.7pp |
| Annual return | -14.95% | -13.67%-1.3pp | 702.22%-717.2pp | -7.85%-7.1pp |
| Employer contribution / active EE | $5,621 | $2,219+153.3% | $3,008+86.9% | $2,597+116.5% |
| Participant deferral / active EE | $8,962 | $3,246+176.1% | $4,395+103.9% | $4,028+122.5% |
| Admin fee / account holder | $0 | $4,397-100.0% | $5,325-100.0% | $5,404-100.0% |