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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,802 | $67,396+28.8% | $60,919+42.5% | $134,545-35.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -4.40% | 50.12%-54.5pp | 16.96%-21.4pp | 418.37%-422.8pp |
| Employer contribution / active EE | $6,085 | $3,101+96.2% | $2,704+125.1% | $4,742+28.3% |
| Participant deferral / active EE | $0 | $4,534-100.0% | $3,814-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $4,590-100.0% | $3,228-100.0% | $11,431-100.0% |