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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,460 | $95,975+6.8% | $74,552+37.4% | $135,382-24.3% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.44% | 56.96%-62.4pp | 32.53%-38.0pp | 519.77%-525.2pp |
| Employer contribution / active EE | $10,044 | $2,716+269.8% | $1,961+412.2% | $4,779+110.2% |
| Participant deferral / active EE | $7,452 | $3,844+93.9% | $3,108+139.8% | $5,609+32.9% |
| Admin fee / account holder | $37 | $6,522-99.4% | $5,060-99.3% | $10,829-99.7% |