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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $162,456 | $134,001+21.2% | $112,258+44.7% | $134,509+20.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.21% | 47.15%-64.4pp | 27.47%-44.7pp | 418.13%-435.3pp |
| Employer contribution / active EE | $14,527 | $4,039+259.6% | $3,636+299.6% | $4,741+206.4% |
| Participant deferral / active EE | $0 | $5,291-100.0% | $4,728-100.0% | $6,400-100.0% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |