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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $211,463 | $133,981+57.8% | $112,249+88.4% | $134,532+57.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -7.53% | 47.16%-54.7pp | 27.48%-35.0pp | 418.27%-425.8pp |
| Employer contribution / active EE | $2,541 | $4,040-37.1% | $3,636-30.1% | $4,741-46.4% |
| Participant deferral / active EE | $9,733 | $5,292+83.9% | $4,729+105.8% | $6,401+52.1% |
| Admin fee / account holder | $0 | $7,492-100.0% | $6,412-100.0% | $11,429-100.0% |