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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,380 | $95,979+71.3% | $74,551+120.5% | $135,380+21.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -7.47% | 56.97%-64.4pp | 32.53%-40.0pp | 519.81%-527.3pp |
| Employer contribution / active EE | $2,028 | $2,716-25.4% | $1,961+3.4% | $4,779-57.6% |
| Participant deferral / active EE | $11,580 | $3,844+201.3% | $3,108+272.5% | $5,609+106.5% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |