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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,564 | $93,124+25.2% | $77,100+51.2% | $134,545-13.4% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -16.87% | 62.68%-79.6pp | 42.35%-59.2pp | 418.37%-435.2pp |
| Employer contribution / active EE | $18,514 | $3,421+441.1% | $2,815+557.7% | $4,742+290.5% |
| Participant deferral / active EE | $19,507 | $5,242+272.1% | $4,430+340.4% | $6,401+204.7% |
| Admin fee / account holder | $50 | $6,970-99.3% | $5,443-99.1% | $11,431-99.6% |