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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $113,487 | $100,792+12.6% | $86,691+30.9% | $134,509-15.6% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.14% | 29.08%-48.2pp | 35.94%-55.1pp | 418.13%-437.3pp |
| Employer contribution / active EE | $10,000 | $3,491+186.5% | $2,837+252.5% | $4,741+110.9% |
| Participant deferral / active EE | $0 | $5,339-100.0% | $4,656-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $10,924-100.0% | $7,492-100.0% | $11,427-100.0% |