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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,945 | $93,098+109.4% | $77,081+152.9% | $134,509+44.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -19.20% | 62.63%-81.8pp | 42.33%-61.5pp | 418.13%-437.3pp |
| Employer contribution / active EE | $5,907 | $3,419+72.7% | $2,813+109.9% | $4,741+24.6% |
| Participant deferral / active EE | $15,427 | $5,239+194.4% | $4,428+248.4% | $6,400+141.0% |
| Admin fee / account holder | $123 | $6,945-98.2% | $5,427-97.7% | $11,427-98.9% |