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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,388 | $93,117-8.3% | $77,096+10.8% | $134,532-36.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.69% | 62.67%-80.4pp | 42.35%-60.0pp | 418.27%-436.0pp |
| Employer contribution / active EE | $23,004 | $3,420+572.6% | $2,814+717.4% | $4,741+385.2% |
| Participant deferral / active EE | $33,576 | $5,241+540.6% | $4,429+658.1% | $6,401+424.5% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |