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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,122 | $82,188+30.3% | $125,391-14.6% | $64,824+65.2% |
| Participation rate | 100.0% | 77.9%+22.1pp | 82.4%+17.6pp | 71.5%+28.5pp |
| Annual return | -16.23% | 3.50%-19.7pp | 572.41%-588.6pp | 32.84%-49.1pp |
| Employer contribution / active EE | $4,361 | $3,617+20.5% | $4,816-9.5% | $2,507+73.9% |
| Participant deferral / active EE | $7,144 | $7,177-0.5% | $7,448-4.1% | $4,311+65.7% |
| Admin fee / account holder | $20 | $163-87.8% | $10,009-99.8% | $188-89.4% |