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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $151,379 | $147,727+2.5% | $115,756+30.8% | $134,532+12.5% |
| Participation rate | 100.0% | 80.4%+19.6pp | 77.1%+22.9pp | 81.2%+18.8pp |
| Annual return | -15.12% | 73.96%-89.1pp | 143.14%-158.3pp | 418.27%-433.4pp |
| Employer contribution / active EE | $3,675 | $4,713-22.0% | $3,793-3.1% | $4,741-22.5% |
| Participant deferral / active EE | $27,000 | $7,563+257.0% | $6,254+331.7% | $6,401+321.8% |
| Admin fee / account holder | $20 | $14,571-99.9% | $8,124-99.8% | $11,429-99.8% |