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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $178,118 | $95,975+85.6% | $74,549+138.9% | $135,379+31.6% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -5.97% | 56.96%-62.9pp | 32.53%-38.5pp | 519.79%-525.8pp |
| Employer contribution / active EE | $3,091 | $2,716+13.8% | $1,961+57.6% | $4,779-35.3% |
| Participant deferral / active EE | $5,749 | $3,844+49.6% | $3,108+85.0% | $5,609+2.5% |
| Admin fee / account holder | $233 | $6,522-96.4% | $5,059-95.4% | $10,828-97.8% |