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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,195 | $100,811+46.0% | $86,698+69.8% | $134,545+9.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -19.99% | 29.11%-49.1pp | 35.96%-56.0pp | 418.37%-438.4pp |
| Employer contribution / active EE | $15,355 | $3,490+340.0% | $2,837+441.3% | $4,742+223.8% |
| Participant deferral / active EE | $8,819 | $5,339+65.2% | $4,656+89.4% | $6,401+37.8% |
| Admin fee / account holder | $79 | $10,926-99.3% | $7,492-98.9% | $11,431-99.3% |