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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $145,137 | $129,959+11.7% | $104,301+39.2% | $134,509+7.9% |
| Participation rate | 100.0% | 79.5%+20.5pp | 73.3%+26.7pp | 81.2%+18.8pp |
| Annual return | -17.82% | 42.04%-59.9pp | 24.61%-42.4pp | 418.13%-436.0pp |
| Employer contribution / active EE | $15,226 | $4,185+263.8% | $3,373+351.4% | $4,741+221.2% |
| Participant deferral / active EE | $13,667 | $5,589+144.5% | $4,626+195.4% | $6,400+113.5% |
| Admin fee / account holder | $20 | $9,325-99.8% | $7,340-99.7% | $11,427-99.8% |