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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $198,218 | $133,998+47.9% | $112,263+76.6% | $134,545+47.3% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.06% | 47.17%-64.2pp | 27.49%-44.5pp | 418.37%-435.4pp |
| Employer contribution / active EE | $2,531 | $4,040-37.4% | $3,636-30.4% | $4,742-46.6% |
| Participant deferral / active EE | $9,558 | $5,292+80.6% | $4,729+102.1% | $6,401+49.3% |
| Admin fee / account holder | $23 | $7,493-99.7% | $6,410-99.6% | $11,431-99.8% |