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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,408 | $131,835-44.3% | $108,582-32.4% | $273,972-73.2% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.6%+20.4pp | 83.0%+17.0pp |
| Annual return | 154.61% | -91.57%+246.2pp | -51.70%+206.3pp | 41.46%+113.2pp |
| Employer contribution / active EE | $8,950 | $4,913+82.2% | $3,758+138.1% | $4,869+83.8% |
| Participant deferral / active EE | $9,450 | $5,127+84.3% | $4,311+119.2% | $5,287+78.7% |
| Admin fee / account holder | $211 | $10,253-97.9% | $7,645-97.2% | $10,133-97.9% |