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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,425 | $67,396+40.1% | $60,919+55.0% | $134,545-29.8% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -18.64% | 50.12%-68.8pp | 16.96%-35.6pp | 418.37%-437.0pp |
| Employer contribution / active EE | $9,287 | $3,101+199.5% | $2,704+243.5% | $4,742+95.9% |
| Participant deferral / active EE | $12,437 | $4,534+174.3% | $3,814+226.1% | $6,401+94.3% |
| Admin fee / account holder | $291 | $4,590-93.7% | $3,228-91.0% | $11,431-97.5% |