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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $152,923 | $93,124+64.2% | $77,100+98.3% | $134,545+13.7% |
| Participation rate | 90.0% | 74.5%+15.5pp | 67.9%+22.1pp | 81.2%+8.8pp |
| Annual return | -18.10% | 62.68%-80.8pp | 42.35%-60.5pp | 418.37%-436.5pp |
| Employer contribution / active EE | $10,121 | $3,421+195.8% | $2,815+259.6% | $4,742+113.5% |
| Participant deferral / active EE | $8,776 | $5,242+67.4% | $4,430+98.1% | $6,401+37.1% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |