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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,136 | $152,591+12.2% | $117,529+45.6% | $134,545+27.2% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.11% | 53.04%-67.1pp | 29.77%-43.9pp | 418.37%-432.5pp |
| Employer contribution / active EE | $2,668 | $5,576-52.2% | $4,179-36.2% | $4,742-43.7% |
| Participant deferral / active EE | $7,716 | $4,821+60.1% | $4,072+89.5% | $6,401+20.5% |
| Admin fee / account holder | $29 | $7,004-99.6% | $5,645-99.5% | $11,431-99.7% |