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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,910 | $100,792+62.6% | $86,691+89.1% | $134,509+21.9% |
| Participation rate | 100.0% | 78.9%+21.1pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -15.91% | 29.08%-45.0pp | 35.94%-51.9pp | 418.13%-434.0pp |
| Employer contribution / active EE | $5,639 | $3,491+61.6% | $2,837+98.8% | $4,741+19.0% |
| Participant deferral / active EE | $7,556 | $5,339+41.5% | $4,656+62.3% | $6,400+18.0% |
| Admin fee / account holder | $0 | $10,924-100.0% | $7,492-100.0% | $11,427-100.0% |