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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,758 | $95,975+0.8% | $74,552+29.8% | $135,382-28.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.75% | 56.96%-64.7pp | 32.53%-40.3pp | 519.77%-527.5pp |
| Employer contribution / active EE | $2,835 | $2,716+4.4% | $1,961+44.6% | $4,779-40.7% |
| Participant deferral / active EE | $4,107 | $3,844+6.8% | $3,108+32.1% | $5,609-26.8% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,829-100.0% |