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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,974 | $133,981-38.1% | $112,249-26.1% | $134,532-38.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.52% | 47.16%-65.7pp | 27.48%-46.0pp | 418.27%-436.8pp |
| Employer contribution / active EE | $10,605 | $4,040+162.5% | $3,636+191.7% | $4,741+123.7% |
| Participant deferral / active EE | $12,052 | $5,292+127.7% | $4,729+154.8% | $6,401+88.3% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |