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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,373 | $134,001+24.9% | $112,258+49.1% | $134,509+24.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.71% | 47.15%-64.9pp | 27.47%-45.2pp | 418.13%-435.8pp |
| Employer contribution / active EE | $8,916 | $4,039+120.7% | $3,636+145.3% | $4,741+88.1% |
| Participant deferral / active EE | $16,268 | $5,291+207.4% | $4,728+244.0% | $6,400+154.2% |
| Admin fee / account holder | $0 | $7,491-100.0% | $6,411-100.0% | $11,427-100.0% |