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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,407 | $133,981+27.9% | $112,249+52.7% | $134,532+27.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -8.87% | 47.16%-56.0pp | 27.48%-36.4pp | 418.27%-427.1pp |
| Employer contribution / active EE | $5,205 | $4,040+28.8% | $3,636+43.2% | $4,741+9.8% |
| Participant deferral / active EE | $0 | $5,292-100.0% | $4,729-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |