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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,432 | $95,975+29.7% | $74,552+66.9% | $135,382-8.1% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -6.47% | 56.96%-63.4pp | 32.53%-39.0pp | 519.77%-526.2pp |
| Employer contribution / active EE | $3,053 | $2,716+12.4% | $1,961+55.7% | $4,779-36.1% |
| Participant deferral / active EE | $12,445 | $3,844+223.8% | $3,108+300.4% | $5,609+121.9% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,829-100.0% |