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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $163,826 | $100,811+62.5% | $86,698+89.0% | $134,545+21.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -10.12% | 29.11%-39.2pp | 35.96%-46.1pp | 418.37%-428.5pp |
| Employer contribution / active EE | $4,871 | $3,490+39.6% | $2,837+71.7% | $4,742+2.7% |
| Participant deferral / active EE | $9,011 | $5,339+68.8% | $4,656+93.5% | $6,401+40.8% |
| Admin fee / account holder | $153 | $10,926-98.6% | $7,492-98.0% | $11,431-98.7% |