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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $166,092 | $129,959+27.8% | $104,301+59.2% | $134,532+23.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -18.36% | 42.04%-60.4pp | 24.61%-43.0pp | 418.27%-436.6pp |
| Employer contribution / active EE | $14,373 | $4,185+243.4% | $3,373+326.1% | $4,741+203.2% |
| Participant deferral / active EE | $11,780 | $5,589+110.8% | $4,626+154.7% | $6,401+84.0% |
| Admin fee / account holder | $186 | $9,325-98.0% | $7,340-97.5% | $11,429-98.4% |