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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,147 | $100,811-23.5% | $86,698-11.0% | $134,545-42.7% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.00% | 29.11%-44.1pp | 35.96%-51.0pp | 418.37%-433.4pp |
| Employer contribution / active EE | $9,340 | $3,490+167.6% | $2,837+229.3% | $4,742+97.0% |
| Participant deferral / active EE | $9,126 | $5,339+70.9% | $4,656+96.0% | $6,401+42.6% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |