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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,873 | $67,396-5.2% | $60,919+4.8% | $134,545-52.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.36% | 50.12%-67.5pp | 16.96%-34.3pp | 418.37%-435.7pp |
| Employer contribution / active EE | $2,684 | $3,101-13.5% | $2,704-0.7% | $4,742-43.4% |
| Participant deferral / active EE | $3,191 | $4,534-29.6% | $3,814-16.3% | $6,401-50.1% |
| Admin fee / account holder | $134 | $4,590-97.1% | $3,228-95.9% | $11,431-98.8% |