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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $196,443 | $129,959+51.2% | $104,301+88.3% | $134,532+46.0% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -13.89% | 42.04%-55.9pp | 24.61%-38.5pp | 418.27%-432.2pp |
| Employer contribution / active EE | $12,201 | $4,185+191.5% | $3,373+261.8% | $4,741+157.4% |
| Participant deferral / active EE | $9,581 | $5,589+71.4% | $4,626+107.1% | $6,401+49.7% |
| Admin fee / account holder | $14 | $9,325-99.8% | $7,340-99.8% | $11,429-99.9% |