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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $159,149 | $185,342-14.1% | $111,306+43.0% | $86,821+83.3% |
| Participation rate | 82.8% | 81.0%+1.8pp | 77.3%+5.4pp | 72.3%+10.5pp |
| Annual return | 166.20% | 500.80%-334.6pp | 54.67%+111.5pp | 97.94%+68.3pp |
| Employer contribution / active EE | $5,077 | $2,246+126.1% | $2,732+85.9% | $2,406+111.0% |
| Participant deferral / active EE | $0 | $4,458-100.0% | $4,488-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $255-100.0% | $7,966-100.0% | $170-100.0% |