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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $181,754 | $134,001+35.6% | $112,258+61.9% | $134,509+35.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -13.27% | 47.15%-60.4pp | 27.47%-40.7pp | 418.13%-431.4pp |
| Employer contribution / active EE | $13,955 | $4,039+245.5% | $3,636+283.9% | $4,741+194.4% |
| Participant deferral / active EE | $19,125 | $5,291+261.5% | $4,728+304.5% | $6,400+198.8% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |