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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $207,567 | $129,960+59.7% | $104,299+99.0% | $134,545+54.3% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -15.10% | 42.06%-57.2pp | 24.62%-39.7pp | 418.37%-433.5pp |
| Employer contribution / active EE | $3,750 | $4,186-10.4% | $3,373+11.2% | $4,742-20.9% |
| Participant deferral / active EE | $0 | $5,589-100.0% | $4,626-100.0% | $6,401-100.0% |
| Admin fee / account holder | $0 | $9,324-100.0% | $7,339-100.0% | $11,431-100.0% |