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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $132,018 | $133,981-1.5% | $112,249+17.6% | $134,532-1.9% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -19.67% | 47.16%-66.8pp | 27.48%-47.2pp | 418.27%-437.9pp |
| Employer contribution / active EE | $4,829 | $4,040+19.5% | $3,636+32.8% | $4,741+1.9% |
| Participant deferral / active EE | $13,608 | $5,292+157.1% | $4,729+187.8% | $6,401+112.6% |
| Admin fee / account holder | $10 | $7,492-99.9% | $6,412-99.9% | $11,429-99.9% |