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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,065 | $152,542-24.6% | $117,498-2.1% | $134,509-14.5% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.98% | 53.02%-72.0pp | 29.75%-48.7pp | 418.13%-437.1pp |
| Employer contribution / active EE | $10,519 | $5,574+88.7% | $4,178+151.8% | $4,741+121.9% |
| Participant deferral / active EE | $10,360 | $4,819+115.0% | $4,071+154.5% | $6,400+61.9% |
| Admin fee / account holder | $247 | $7,006-96.5% | $5,646-95.6% | $11,427-97.8% |