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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $200,547 | $152,591+31.4% | $117,529+70.6% | $134,545+49.1% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -16.43% | 53.04%-69.5pp | 29.77%-46.2pp | 418.37%-434.8pp |
| Employer contribution / active EE | $21,246 | $5,576+281.0% | $4,179+408.4% | $4,742+348.1% |
| Participant deferral / active EE | $20,015 | $4,821+315.2% | $4,072+391.5% | $6,401+212.7% |
| Admin fee / account holder | $0 | $7,004-100.0% | $5,645-100.0% | $11,431-100.0% |