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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,070 | $100,805+17.1% | $86,698+36.2% | $134,532-12.2% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -12.55% | 29.09%-41.6pp | 35.95%-48.5pp | 418.27%-430.8pp |
| Employer contribution / active EE | $6,317 | $3,490+81.0% | $2,837+122.7% | $4,741+33.2% |
| Participant deferral / active EE | $19,506 | $5,339+265.3% | $4,656+318.9% | $6,401+204.7% |
| Admin fee / account holder | $0 | $10,925-100.0% | $7,493-100.0% | $11,429-100.0% |