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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,926 | $93,124+110.4% | $77,100+154.1% | $134,545+45.6% |
| Participation rate | 71.4% | 74.5%-3.1pp | 67.9%+3.5pp | 81.2%-9.8pp |
| Annual return | -15.35% | 62.68%-78.0pp | 42.35%-57.7pp | 418.37%-433.7pp |
| Employer contribution / active EE | $4,151 | $3,421+21.3% | $2,815+47.4% | $4,742-12.5% |
| Participant deferral / active EE | $9,334 | $5,242+78.1% | $4,430+110.7% | $6,401+45.8% |
| Admin fee / account holder | $0 | $6,970-100.0% | $5,443-100.0% | $11,431-100.0% |