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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $174,515 | $152,591+14.4% | $117,529+48.5% | $134,545+29.7% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -18.15% | 53.04%-71.2pp | 29.77%-47.9pp | 418.37%-436.5pp |
| Employer contribution / active EE | $18,300 | $5,576+228.2% | $4,179+337.9% | $4,742+285.9% |
| Participant deferral / active EE | $20,500 | $4,821+325.2% | $4,072+403.4% | $6,401+220.2% |
| Admin fee / account holder | $50 | $7,004-99.3% | $5,645-99.1% | $11,431-99.6% |