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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,339 | $93,124+18.5% | $77,100+43.1% | $134,545-18.0% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.30% | 62.68%-82.0pp | 42.35%-61.6pp | 418.37%-437.7pp |
| Employer contribution / active EE | $5,671 | $3,421+65.8% | $2,815+101.5% | $4,742+19.6% |
| Participant deferral / active EE | $9,136 | $5,242+74.3% | $4,430+106.3% | $6,401+42.7% |
| Admin fee / account holder | $20 | $6,970-99.7% | $5,443-99.6% | $11,431-99.8% |