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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,401 | $154,193+1.4% | $130,045+20.3% | $139,466+12.1% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.5%+21.5pp | 80.3%+19.7pp |
| Annual return | 11.75% | 32.51%-20.8pp | -137.30%+149.1pp | 373.66%-361.9pp |
| Employer contribution / active EE | $21,570 | $5,292+307.6% | $4,321+399.2% | $4,754+353.7% |
| Participant deferral / active EE | $14,247 | $6,709+112.4% | $5,820+144.8% | $6,712+112.3% |
| Admin fee / account holder | $227 | $13,989-98.4% | $10,600-97.9% | $11,409-98.0% |