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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,631 | $84,499+77.1% | $125,391+19.3% | $66,949+123.5% |
| Participation rate | 97.9% | 76.4%+21.5pp | 82.4%+15.6pp | 69.8%+28.1pp |
| Annual return | -14.69% | -8.49%-6.2pp | 572.41%-587.1pp | 1.57%-16.3pp |
| Employer contribution / active EE | $8,153 | $3,554+129.4% | $4,816+69.3% | $2,545+220.3% |
| Participant deferral / active EE | $3,851 | $6,785-43.2% | $7,448-48.3% | $4,239-9.2% |
| Admin fee / account holder | $0 | $685-100.0% | $10,009-100.0% | $594-99.9% |