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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $103,884 | $95,975+8.2% | $74,549+39.3% | $135,379-23.3% |
| Participation rate | 83.3% | 75.7%+7.7pp | 69.1%+14.2pp | 82.6%+0.7pp |
| Annual return | -7.39% | 56.96%-64.4pp | 32.53%-39.9pp | 519.79%-527.2pp |
| Employer contribution / active EE | $10,964 | $2,716+303.6% | $1,961+459.1% | $4,779+129.4% |
| Participant deferral / active EE | $9,491 | $3,844+146.9% | $3,108+205.4% | $5,609+69.2% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |