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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,759 | $133,998-54.7% | $112,263-45.9% | $134,545-54.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.17% | 47.17%-66.3pp | 27.49%-46.7pp | 418.37%-437.5pp |
| Employer contribution / active EE | $3,752 | $4,040-7.1% | $3,636+3.2% | $4,742-20.9% |
| Participant deferral / active EE | $8,093 | $5,292+52.9% | $4,729+71.1% | $6,401+26.4% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |