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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,131 | $133,981+21.8% | $112,249+45.3% | $134,532+21.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.15% | 47.16%-61.3pp | 27.48%-41.6pp | 418.27%-432.4pp |
| Employer contribution / active EE | $14,009 | $4,040+246.8% | $3,636+285.3% | $4,741+195.5% |
| Participant deferral / active EE | $14,866 | $5,292+180.9% | $4,729+214.4% | $6,401+132.2% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |