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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,645 | $133,981-52.5% | $112,249-43.3% | $134,532-52.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.75% | 47.16%-59.9pp | 27.48%-40.2pp | 418.27%-431.0pp |
| Employer contribution / active EE | $995 | $4,040-75.4% | $3,636-72.6% | $4,741-79.0% |
| Participant deferral / active EE | $4,005 | $5,292-24.3% | $4,729-15.3% | $6,401-37.4% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |