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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $148,608 | $129,959+14.3% | $104,301+42.5% | $134,509+10.5% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -16.05% | 42.04%-58.1pp | 24.61%-40.7pp | 418.13%-434.2pp |
| Employer contribution / active EE | $12,080 | $4,185+188.6% | $3,373+258.1% | $4,741+154.8% |
| Participant deferral / active EE | $7,320 | $5,589+31.0% | $4,626+58.2% | $6,400+14.4% |
| Admin fee / account holder | $0 | $9,325-100.0% | $7,340-100.0% | $11,427-100.0% |