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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $187,426 | $133,998+39.9% | $112,263+67.0% | $134,545+39.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -12.83% | 47.17%-60.0pp | 27.49%-40.3pp | 418.37%-431.2pp |
| Employer contribution / active EE | $1,599 | $4,040-60.4% | $3,636-56.0% | $4,742-66.3% |
| Participant deferral / active EE | $18,000 | $5,292+240.1% | $4,729+280.6% | $6,401+181.2% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |