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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,805 | $95,975+20.7% | $74,549+55.3% | $135,379-14.5% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -8.73% | 56.96%-65.7pp | 32.53%-41.3pp | 519.79%-528.5pp |
| Employer contribution / active EE | $7,714 | $2,716+184.0% | $1,961+293.4% | $4,779+61.4% |
| Participant deferral / active EE | $4,900 | $3,844+27.5% | $3,108+57.6% | $5,609-12.6% |
| Admin fee / account holder | $211 | $6,522-96.8% | $5,059-95.8% | $10,828-98.0% |