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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $234,618 | $82,678+183.8% | $125,391+87.1% | $68,490+242.6% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -14.36% | -5.97%-8.4pp | 572.41%-586.8pp | -7.85%-6.5pp |
| Employer contribution / active EE | $5,357 | $3,382+58.4% | $4,816+11.2% | $2,597+106.3% |
| Participant deferral / active EE | $10,323 | $6,111+68.9% | $7,448+38.6% | $4,028+156.3% |
| Admin fee / account holder | $1 | $6,277-100.0% | $10,009-100.0% | $5,403-100.0% |