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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,584 | $133,981+54.2% | $112,249+84.0% | $134,532+53.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.26% | 47.16%-64.4pp | 27.48%-44.7pp | 418.27%-435.5pp |
| Employer contribution / active EE | $18,753 | $4,040+364.2% | $3,636+415.8% | $4,741+295.5% |
| Participant deferral / active EE | $12,182 | $5,292+130.2% | $4,729+157.6% | $6,401+90.3% |
| Admin fee / account holder | $20 | $7,492-99.7% | $6,412-99.7% | $11,429-99.8% |