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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,272 | $133,981-7.2% | $112,249+10.7% | $134,532-7.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.76% | 47.16%-63.9pp | 27.48%-44.2pp | 418.27%-435.0pp |
| Employer contribution / active EE | $15,163 | $4,040+275.3% | $3,636+317.0% | $4,741+219.8% |
| Participant deferral / active EE | $7,667 | $5,292+44.9% | $4,729+62.1% | $6,401+19.8% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |