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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,714 | $67,372+147.5% | $60,906+173.7% | $134,532+23.9% |
| Participation rate | 80.0% | 76.2%+3.8pp | 73.1%+6.9pp | 81.2%-1.2pp |
| Annual return | -6.99% | 50.05%-57.0pp | 16.94%-23.9pp | 418.27%-425.3pp |
| Employer contribution / active EE | $0 | $3,099-100.0% | $2,703-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $15,037 | $4,532+231.8% | $3,814+294.3% | $6,401+134.9% |
| Admin fee / account holder | $4 | $4,588-99.9% | $3,227-99.9% | $11,429-100.0% |