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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $170,120 | $134,001+27.0% | $112,258+51.5% | $134,509+26.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.26% | 47.15%-61.4pp | 27.47%-41.7pp | 418.13%-432.4pp |
| Employer contribution / active EE | $21,560 | $4,039+433.7% | $3,636+493.0% | $4,741+354.8% |
| Participant deferral / active EE | $17,600 | $5,291+232.6% | $4,728+272.2% | $6,400+175.0% |
| Admin fee / account holder | $28 | $7,491-99.6% | $6,411-99.6% | $11,427-99.8% |