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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,753 | $99,644+25.2% | $86,438+44.3% | $134,532-7.3% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -4.16% | 6787.26%-6791.4pp | 4397.19%-4401.4pp | 418.27%-422.4pp |
| Employer contribution / active EE | $26,882 | $4,402+510.7% | $3,769+613.1% | $4,741+467.0% |
| Participant deferral / active EE | $17,775 | $7,247+145.3% | $6,952+155.7% | $6,401+177.7% |
| Admin fee / account holder | $0 | $8,375-100.0% | $6,733-100.0% | $11,429-100.0% |