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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,843 | $133,998+28.2% | $112,263+53.1% | $134,545+27.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -20.30% | 47.17%-67.5pp | 27.49%-47.8pp | 418.37%-438.7pp |
| Employer contribution / active EE | $16,747 | $4,040+314.5% | $3,636+360.6% | $4,742+253.2% |
| Participant deferral / active EE | $12,733 | $5,292+140.6% | $4,729+169.2% | $6,401+98.9% |
| Admin fee / account holder | $4 | $7,493-99.9% | $6,410-99.9% | $11,431-100.0% |