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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,551 | $133,998+9.4% | $112,263+30.5% | $134,545+8.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.75% | 47.17%-61.9pp | 27.49%-42.2pp | 418.37%-433.1pp |
| Employer contribution / active EE | $5,379 | $4,040+33.1% | $3,636+47.9% | $4,742+13.4% |
| Participant deferral / active EE | $3,653 | $5,292-31.0% | $4,729-22.8% | $6,401-42.9% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |