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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,270 | $133,998+2.4% | $112,263+22.3% | $134,545+2.0% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.99% | 47.17%-64.2pp | 27.49%-44.5pp | 418.37%-435.4pp |
| Employer contribution / active EE | $11,282 | $4,040+179.2% | $3,636+210.3% | $4,742+137.9% |
| Participant deferral / active EE | $8,704 | $5,292+64.5% | $4,729+84.0% | $6,401+36.0% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |