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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,838 | $93,117-13.2% | $77,096+4.9% | $134,532-39.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -12.27% | 62.67%-74.9pp | 42.35%-54.6pp | 418.27%-430.5pp |
| Employer contribution / active EE | $11,288 | $3,420+230.0% | $2,814+301.1% | $4,741+138.1% |
| Participant deferral / active EE | $8,987 | $5,241+71.5% | $4,429+102.9% | $6,401+40.4% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |