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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,445 | $133,998-23.5% | $112,263-8.7% | $134,545-23.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.54% | 47.17%-61.7pp | 27.49%-42.0pp | 418.37%-432.9pp |
| Employer contribution / active EE | $4,333 | $4,040+7.3% | $3,636+19.2% | $4,742-8.6% |
| Participant deferral / active EE | $4,333 | $5,292-18.1% | $4,729-8.4% | $6,401-32.3% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |