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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,881 | $93,117+140.4% | $77,096+190.4% | $134,532+66.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -14.34% | 62.67%-77.0pp | 42.35%-56.7pp | 418.27%-432.6pp |
| Employer contribution / active EE | $8,988 | $3,420+162.8% | $2,814+219.4% | $4,741+89.6% |
| Participant deferral / active EE | $6,731 | $5,241+28.4% | $4,429+52.0% | $6,401+5.2% |
| Admin fee / account holder | $194 | $6,948-97.2% | $5,428-96.4% | $11,429-98.3% |