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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,399 | $75,962+98.0% | $154,108-2.4% | $64,173+134.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -6.79% | 30.32%-37.1pp | 735.21%-742.0pp | 7.63%-14.4pp |
| Employer contribution / active EE | $4,633 | $3,350+38.3% | $5,298-12.5% | $2,381+94.6% |
| Participant deferral / active EE | $4,441 | $3,175+39.9% | $5,081-12.6% | $3,470+28.0% |
| Admin fee / account holder | $103 | $5,589-98.2% | $13,411-99.2% | $4,887-97.9% |