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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,171 | $93,098+81.7% | $77,081+119.5% | $134,509+25.8% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -13.97% | 62.63%-76.6pp | 42.33%-56.3pp | 418.13%-432.1pp |
| Employer contribution / active EE | $1,670 | $3,419-51.2% | $2,813-40.6% | $4,741-64.8% |
| Participant deferral / active EE | $7,966 | $5,239+52.0% | $4,428+79.9% | $6,400+24.5% |
| Admin fee / account holder | $18 | $6,945-99.7% | $5,427-99.7% | $11,427-99.8% |