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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,718 | $77,816+104.0% | $123,552+28.5% | $64,173+147.3% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -7.27% | 12.49%-19.8pp | 119.20%-126.5pp | 7.63%-14.9pp |
| Employer contribution / active EE | $15,065 | $3,014+399.8% | $4,628+225.5% | $2,381+532.8% |
| Participant deferral / active EE | $13,944 | $5,240+166.1% | $6,426+117.0% | $3,470+301.9% |
| Admin fee / account holder | $5 | $5,519-99.9% | $9,285-100.0% | $4,887-99.9% |