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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,948 | $105,861+95.5% | $90,756+128.0% | $134,509+53.9% |
| Participation rate | 100.0% | 78.2%+21.8pp | 75.7%+24.3pp | 81.2%+18.8pp |
| Annual return | -16.38% | -10.99%-5.4pp | -12.16%-4.2pp | 418.13%-434.5pp |
| Employer contribution / active EE | $12,500 | $3,463+260.9% | $2,922+327.8% | $4,741+163.7% |
| Participant deferral / active EE | $0 | $5,217-100.0% | $4,565-100.0% | $6,400-100.0% |
| Admin fee / account holder | $141 | $13,938-99.0% | $8,445-98.3% | $11,427-98.8% |