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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $205,543 | $100,811+103.9% | $86,698+137.1% | $134,545+52.8% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -16.00% | 29.11%-45.1pp | 35.96%-52.0pp | 418.37%-434.4pp |
| Employer contribution / active EE | $6,615 | $3,490+89.5% | $2,837+133.2% | $4,742+39.5% |
| Participant deferral / active EE | $7,271 | $5,339+36.2% | $4,656+56.2% | $6,401+13.6% |
| Admin fee / account holder | $12 | $10,926-99.9% | $7,492-99.8% | $11,431-99.9% |