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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,713 | $129,959+5.2% | $104,301+31.1% | $134,532+1.6% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -16.13% | 42.04%-58.2pp | 24.61%-40.7pp | 418.27%-434.4pp |
| Employer contribution / active EE | $5,624 | $4,185+34.4% | $3,373+66.8% | $4,741+18.6% |
| Participant deferral / active EE | $12,106 | $5,589+116.6% | $4,626+161.7% | $6,401+89.1% |
| Admin fee / account holder | $8 | $9,325-99.9% | $7,340-99.9% | $11,429-99.9% |