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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,298 | $95,975+53.5% | $74,549+97.6% | $135,379+8.8% |
| Participation rate | 90.0% | 75.7%+14.3pp | 69.1%+20.9pp | 82.6%+7.4pp |
| Annual return | -5.15% | 56.96%-62.1pp | 32.53%-37.7pp | 519.79%-524.9pp |
| Employer contribution / active EE | $12,254 | $2,716+351.1% | $1,961+524.9% | $4,779+156.4% |
| Participant deferral / active EE | $9,553 | $3,844+148.6% | $3,108+207.4% | $5,609+70.3% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |