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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,805 | $75,962+136.7% | $154,108+16.7% | $64,173+180.2% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.04% | 30.32%-36.4pp | 735.21%-741.2pp | 7.63%-13.7pp |
| Employer contribution / active EE | $6,199 | $3,350+85.0% | $5,298+17.0% | $2,381+160.4% |
| Participant deferral / active EE | $7,372 | $3,175+132.2% | $5,081+45.1% | $3,470+112.5% |
| Admin fee / account holder | $158 | $5,589-97.2% | $13,411-98.8% | $4,887-96.8% |