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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,109 | $99,644+49.6% | $86,438+72.5% | $134,532+10.8% |
| Participation rate | 83.3% | 82.1%+1.3pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -19.32% | 6787.26%-6806.6pp | 4397.19%-4416.5pp | 418.27%-437.6pp |
| Employer contribution / active EE | $14,558 | $4,402+230.7% | $3,769+286.2% | $4,741+207.1% |
| Participant deferral / active EE | $13,301 | $7,247+83.5% | $6,952+91.3% | $6,401+107.8% |
| Admin fee / account holder | $1 | $8,375-100.0% | $6,733-100.0% | $11,429-100.0% |