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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,016 | $190,916-50.2% | $160,037-40.6% | $134,545-29.4% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.0%+5.3pp | 81.2%+2.1pp |
| Annual return | -17.25% | 552.79%-570.0pp | 408.95%-426.2pp | 418.37%-435.6pp |
| Employer contribution / active EE | $9,772 | $4,996+95.6% | $4,226+131.2% | $4,742+106.1% |
| Participant deferral / active EE | $7,127 | $6,925+2.9% | $6,184+15.3% | $6,401+11.3% |
| Admin fee / account holder | $0 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |