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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,140 | $138,076+55.1% | $123,553+73.3% | $135,380+58.2% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -7.20% | 153.70%-160.9pp | 119.21%-126.4pp | 519.81%-527.0pp |
| Employer contribution / active EE | $5,072 | $5,152-1.5% | $4,628+9.6% | $4,779+6.1% |
| Participant deferral / active EE | $8,871 | $6,800+30.5% | $6,426+38.1% | $5,609+58.2% |
| Admin fee / account holder | $14 | $10,917-99.9% | $9,284-99.9% | $10,828-99.9% |