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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,613 | $100,811+55.4% | $86,698+80.6% | $134,545+16.4% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.13% | 29.11%-46.2pp | 35.96%-53.1pp | 418.37%-435.5pp |
| Employer contribution / active EE | $2,447 | $3,490-29.9% | $2,837-13.7% | $4,742-48.4% |
| Participant deferral / active EE | $17,260 | $5,339+223.3% | $4,656+270.7% | $6,401+169.6% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,492-100.0% | $11,431-100.0% |