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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,767 | $75,962-1.6% | $154,108-51.5% | $64,173+16.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -5.18% | 30.32%-35.5pp | 735.21%-740.4pp | 7.63%-12.8pp |
| Employer contribution / active EE | $4,685 | $3,350+39.9% | $5,298-11.6% | $2,381+96.8% |
| Participant deferral / active EE | $3,486 | $3,175+9.8% | $5,081-31.4% | $3,470+0.5% |
| Admin fee / account holder | $37 | $5,589-99.3% | $13,411-99.7% | $4,887-99.2% |