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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,758 | $133,981-34.5% | $112,249-21.8% | $134,532-34.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.07% | 47.16%-64.2pp | 27.48%-44.5pp | 418.27%-435.3pp |
| Employer contribution / active EE | $3,318 | $4,040-17.9% | $3,636-8.7% | $4,741-30.0% |
| Participant deferral / active EE | $5,632 | $5,292+6.4% | $4,729+19.1% | $6,401-12.0% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |