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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,177 | $93,117+65.6% | $77,096+100.0% | $134,532+14.6% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -9.95% | 62.67%-72.6pp | 42.35%-52.3pp | 418.27%-428.2pp |
| Employer contribution / active EE | $2,271 | $3,420-33.6% | $2,814-19.3% | $4,741-52.1% |
| Participant deferral / active EE | $12,915 | $5,241+146.4% | $4,429+191.6% | $6,401+101.8% |
| Admin fee / account holder | $247 | $6,948-96.4% | $5,428-95.5% | $11,429-97.8% |