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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,734 | $129,959-30.2% | $104,301-13.0% | $134,532-32.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.28% | 42.04%-60.3pp | 24.61%-42.9pp | 418.27%-436.5pp |
| Employer contribution / active EE | $8,736 | $4,185+108.7% | $3,373+159.0% | $4,741+84.3% |
| Participant deferral / active EE | $4,678 | $5,589-16.3% | $4,626+1.1% | $6,401-26.9% |
| Admin fee / account holder | $136 | $9,325-98.5% | $7,340-98.1% | $11,429-98.8% |