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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $87,382 | $95,979-9.0% | $74,551+17.2% | $135,380-35.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.54% | 56.97%-61.5pp | 32.53%-37.1pp | 519.81%-524.3pp |
| Employer contribution / active EE | $2,105 | $2,716-22.5% | $1,961+7.3% | $4,779-56.0% |
| Participant deferral / active EE | $5,598 | $3,844+45.6% | $3,108+80.1% | $5,609-0.2% |
| Admin fee / account holder | $256 | $6,522-96.1% | $5,059-94.9% | $10,828-97.6% |