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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,196 | $93,023+18.5% | $77,027+43.1% | $134,493-18.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -12.55% | 62.61%-75.2pp | 42.32%-54.9pp | 418.01%-430.6pp |
| Employer contribution / active EE | $1,766 | $3,418-48.3% | $2,813-37.2% | $4,740-62.7% |
| Participant deferral / active EE | $18,000 | $5,238+243.6% | $4,427+306.6% | $6,400+181.3% |
| Admin fee / account holder | $0 | $6,944-100.0% | $5,425-100.0% | $11,425-100.0% |