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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $192,978 | $134,001+44.0% | $112,258+71.9% | $134,509+43.5% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -16.67% | 47.15%-63.8pp | 27.47%-44.1pp | 418.13%-434.8pp |
| Employer contribution / active EE | $3,464 | $4,039-14.2% | $3,636-4.7% | $4,741-26.9% |
| Participant deferral / active EE | $16,431 | $5,291+210.5% | $4,728+247.5% | $6,400+156.7% |
| Admin fee / account holder | $148 | $7,491-98.0% | $6,411-97.7% | $11,427-98.7% |