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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,352 | $95,975+61.9% | $74,549+108.4% | $135,379+14.8% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -0.87% | 56.96%-57.8pp | 32.53%-33.4pp | 519.79%-520.7pp |
| Employer contribution / active EE | $2,700 | $2,716-0.6% | $1,961+37.7% | $4,779-43.5% |
| Participant deferral / active EE | $16,201 | $3,844+321.5% | $3,108+421.3% | $5,609+188.8% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |