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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,086 | $95,979+115.8% | $74,551+177.8% | $135,380+53.0% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.77% | 56.97%-62.7pp | 32.53%-38.3pp | 519.81%-525.6pp |
| Employer contribution / active EE | $3,439 | $2,716+26.6% | $1,961+75.4% | $4,779-28.0% |
| Participant deferral / active EE | $10,039 | $3,844+161.2% | $3,108+223.0% | $5,609+79.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |