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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $84,923 | $93,117-8.8% | $77,096+10.2% | $134,532-36.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.26% | 62.67%-78.9pp | 42.35%-58.6pp | 418.27%-434.5pp |
| Employer contribution / active EE | $28,667 | $3,420+738.1% | $2,814+918.6% | $4,741+504.6% |
| Participant deferral / active EE | $22,667 | $5,241+332.5% | $4,429+411.8% | $6,401+254.1% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |