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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,569 | $93,124+4.8% | $77,100+26.5% | $134,545-27.5% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -13.10% | 62.68%-75.8pp | 42.35%-55.5pp | 418.37%-431.5pp |
| Employer contribution / active EE | $2,776 | $3,421-18.9% | $2,815-1.4% | $4,742-41.4% |
| Participant deferral / active EE | $8,886 | $5,242+69.5% | $4,430+100.6% | $6,401+38.8% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |