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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,053 | $93,117+84.8% | $77,096+123.2% | $134,532+27.9% |
| Participation rate | 83.3% | 74.5%+8.8pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -17.54% | 62.67%-80.2pp | 42.35%-59.9pp | 418.27%-435.8pp |
| Employer contribution / active EE | $2,963 | $3,420-13.4% | $2,814+5.3% | $4,741-37.5% |
| Participant deferral / active EE | $11,552 | $5,241+120.4% | $4,429+160.8% | $6,401+80.5% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |