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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $213,689 | $75,962+181.3% | $154,111+38.7% | $64,173+233.0% |
| Participation rate | 100.0% | 70.4%+29.6pp | 83.0%+17.0pp | 69.6%+30.4pp |
| Annual return | -3.73% | 30.32%-34.1pp | 735.18%-738.9pp | 7.63%-11.4pp |
| Employer contribution / active EE | $5,715 | $3,350+70.6% | $5,298+7.9% | $2,381+140.1% |
| Participant deferral / active EE | $4,582 | $3,175+44.3% | $5,081-9.8% | $3,470+32.1% |
| Admin fee / account holder | $59 | $5,589-98.9% | $13,411-99.6% | $4,887-98.8% |