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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,139 | $134,001-60.3% | $112,258-52.7% | $134,509-60.5% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.1%+4.9pp | 81.2%-1.2pp |
| Annual return | -12.09% | 47.15%-59.2pp | 27.47%-39.6pp | 418.13%-430.2pp |
| Employer contribution / active EE | $9,914 | $4,039+145.4% | $3,636+172.7% | $4,741+109.1% |
| Participant deferral / active EE | $6,322 | $5,291+19.5% | $4,728+33.7% | $6,400-1.2% |
| Admin fee / account holder | $1 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |