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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,703 | $67,372+151.9% | $60,906+178.6% | $134,532+26.1% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -17.99% | 50.05%-68.0pp | 16.94%-34.9pp | 418.27%-436.3pp |
| Employer contribution / active EE | $10,266 | $3,099+231.2% | $2,703+279.8% | $4,741+116.5% |
| Participant deferral / active EE | $12,783 | $4,532+182.0% | $3,814+235.2% | $6,401+99.7% |
| Admin fee / account holder | $0 | $4,588-100.0% | $3,227-100.0% | $11,429-100.0% |