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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,340 | $133,981+19.7% | $112,249+42.8% | $134,532+19.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -18.21% | 47.16%-65.4pp | 27.48%-45.7pp | 418.27%-436.5pp |
| Employer contribution / active EE | $10,216 | $4,040+152.9% | $3,636+181.0% | $4,741+115.5% |
| Participant deferral / active EE | $9,814 | $5,292+85.4% | $4,729+107.5% | $6,401+53.3% |
| Admin fee / account holder | $7 | $7,492-99.9% | $6,412-99.9% | $11,429-99.9% |