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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,498 | $93,098+32.7% | $77,081+60.2% | $134,509-8.2% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -17.67% | 62.63%-80.3pp | 42.33%-60.0pp | 418.13%-435.8pp |
| Employer contribution / active EE | $1,442 | $3,419-57.8% | $2,813-48.8% | $4,741-69.6% |
| Participant deferral / active EE | $7,581 | $5,239+44.7% | $4,428+71.2% | $6,400+18.4% |
| Admin fee / account holder | $20 | $6,945-99.7% | $5,427-99.6% | $11,427-99.8% |