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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,708 | $95,979-22.2% | $74,551+0.2% | $135,380-44.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.69% | 56.97%-65.7pp | 32.53%-41.2pp | 519.81%-528.5pp |
| Employer contribution / active EE | $5,360 | $2,716+97.3% | $1,961+173.3% | $4,779+12.2% |
| Participant deferral / active EE | $10,717 | $3,844+178.8% | $3,108+244.8% | $5,609+91.1% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |