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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,186 | $133,998+6.9% | $112,263+27.5% | $134,545+6.4% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.58% | 47.17%-64.8pp | 27.49%-45.1pp | 418.37%-435.9pp |
| Employer contribution / active EE | $15,051 | $4,040+272.5% | $3,636+313.9% | $4,742+217.4% |
| Participant deferral / active EE | $19,300 | $5,292+264.7% | $4,729+308.1% | $6,401+201.5% |
| Admin fee / account holder | $0 | $7,493-100.0% | $6,410-100.0% | $11,431-100.0% |