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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $226,581 | $133,981+69.1% | $112,249+101.9% | $134,532+68.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.87% | 47.16%-64.0pp | 27.48%-44.4pp | 418.27%-435.1pp |
| Employer contribution / active EE | $17,915 | $4,040+343.5% | $3,636+392.7% | $4,741+277.9% |
| Participant deferral / active EE | $12,860 | $5,292+143.0% | $4,729+171.9% | $6,401+100.9% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |