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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,205 | $93,117+18.4% | $77,096+42.9% | $134,532-18.1% |
| Participation rate | 83.3% | 74.5%+8.8pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -20.34% | 62.67%-83.0pp | 42.35%-62.7pp | 418.27%-438.6pp |
| Employer contribution / active EE | $12,500 | $3,420+265.5% | $2,814+344.1% | $4,741+163.7% |
| Participant deferral / active EE | $11,016 | $5,241+110.2% | $4,429+148.7% | $6,401+72.1% |
| Admin fee / account holder | $241 | $6,948-96.5% | $5,428-95.6% | $11,429-97.9% |