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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $112,802 | $82,678+36.4% | $125,391-10.0% | $68,490+64.7% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -15.91% | -5.97%-9.9pp | 572.41%-588.3pp | -7.85%-8.1pp |
| Employer contribution / active EE | $6,233 | $3,382+84.3% | $4,816+29.4% | $2,597+140.0% |
| Participant deferral / active EE | $7,980 | $6,111+30.6% | $7,448+7.1% | $4,028+98.1% |
| Admin fee / account holder | $0 | $6,277-100.0% | $10,009-100.0% | $5,403-100.0% |