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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,633 | $129,960+23.6% | $104,299+54.0% | $134,545+19.4% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -20.01% | 42.06%-62.1pp | 24.62%-44.6pp | 418.37%-438.4pp |
| Employer contribution / active EE | $2,724 | $4,186-34.9% | $3,373-19.3% | $4,742-42.6% |
| Participant deferral / active EE | $2,724 | $5,589-51.3% | $4,626-41.1% | $6,401-57.5% |
| Admin fee / account holder | $0 | $9,324-100.0% | $7,339-100.0% | $11,431-100.0% |