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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,726 | $93,117+93.0% | $77,096+133.1% | $134,532+33.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -12.13% | 62.67%-74.8pp | 42.35%-54.5pp | 418.27%-430.4pp |
| Employer contribution / active EE | $14,680 | $3,420+329.2% | $2,814+421.6% | $4,741+209.6% |
| Participant deferral / active EE | $5,578 | $5,241+6.4% | $4,429+25.9% | $6,401-12.9% |
| Admin fee / account holder | $0 | $6,948-100.0% | $5,428-100.0% | $11,429-100.0% |