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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,281 | $75,962+82.0% | $154,108-10.3% | $64,173+115.5% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.66% | 30.32%-34.0pp | 735.21%-738.9pp | 7.63%-11.3pp |
| Employer contribution / active EE | $6,808 | $3,350+103.2% | $5,298+28.5% | $2,381+185.9% |
| Participant deferral / active EE | $8,055 | $3,175+153.7% | $5,081+58.5% | $3,470+132.1% |
| Admin fee / account holder | $24 | $5,589-99.6% | $13,411-99.8% | $4,887-99.5% |