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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,661 | $133,983+4.2% | $112,244+24.4% | $134,493+3.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -1.40% | 47.13%-48.5pp | 27.46%-28.9pp | 418.01%-419.4pp |
| Employer contribution / active EE | $2,288 | $4,039-43.4% | $3,635-37.1% | $4,740-51.7% |
| Participant deferral / active EE | $11,975 | $5,291+126.3% | $4,728+153.3% | $6,400+87.1% |
| Admin fee / account holder | $157 | $7,490-97.9% | $6,411-97.5% | $11,425-98.6% |