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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $233,579 | $93,117+150.8% | $77,096+203.0% | $134,532+73.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.17% | 62.67%-81.8pp | 42.35%-61.5pp | 418.27%-437.4pp |
| Employer contribution / active EE | $2,857 | $3,420-16.5% | $2,814+1.5% | $4,741-39.7% |
| Participant deferral / active EE | $15,317 | $5,241+192.2% | $4,429+245.8% | $6,401+139.3% |
| Admin fee / account holder | $72 | $6,948-99.0% | $5,428-98.7% | $11,429-99.4% |