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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,142 | $134,001+9.1% | $112,258+30.2% | $134,509+8.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.02% | 47.15%-64.2pp | 27.47%-44.5pp | 418.13%-435.2pp |
| Employer contribution / active EE | $3,375 | $4,039-16.4% | $3,636-7.2% | $4,741-28.8% |
| Participant deferral / active EE | $10,773 | $5,291+103.6% | $4,728+127.8% | $6,400+68.3% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |