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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,444 | $75,962+112.5% | $154,108+4.8% | $64,173+151.6% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -4.84% | 30.32%-35.2pp | 735.21%-740.0pp | 7.63%-12.5pp |
| Employer contribution / active EE | $8,408 | $3,350+151.0% | $5,298+58.7% | $2,381+253.1% |
| Participant deferral / active EE | $7,390 | $3,175+132.8% | $5,081+45.5% | $3,470+113.0% |
| Admin fee / account holder | $127 | $5,589-97.7% | $13,411-99.1% | $4,887-97.4% |