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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,013 | $67,396+9.8% | $60,919+21.5% | $134,545-45.0% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -10.12% | 50.12%-60.2pp | 16.96%-27.1pp | 418.37%-428.5pp |
| Employer contribution / active EE | $5,400 | $3,101+74.1% | $2,704+99.7% | $4,742+13.9% |
| Participant deferral / active EE | $27,000 | $4,534+495.5% | $3,814+607.8% | $6,401+321.8% |
| Admin fee / account holder | $0 | $4,590-100.0% | $3,228-100.0% | $11,431-100.0% |