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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $190,724 | $133,981+42.4% | $112,249+69.9% | $134,532+41.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -15.82% | 47.16%-63.0pp | 27.48%-43.3pp | 418.27%-434.1pp |
| Employer contribution / active EE | $11,435 | $4,040+183.1% | $3,636+214.5% | $4,741+141.2% |
| Participant deferral / active EE | $8,203 | $5,292+55.0% | $4,729+73.5% | $6,401+28.1% |
| Admin fee / account holder | $127 | $7,492-98.3% | $6,412-98.0% | $11,429-98.9% |