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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,205 | $93,098+18.4% | $77,081+43.0% | $134,509-18.1% |
| Participation rate | 83.3% | 74.5%+8.8pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -20.34% | 62.63%-83.0pp | 42.33%-62.7pp | 418.13%-438.5pp |
| Employer contribution / active EE | $12,500 | $3,419+265.6% | $2,813+344.3% | $4,741+163.7% |
| Participant deferral / active EE | $11,016 | $5,239+110.2% | $4,428+148.8% | $6,400+72.1% |
| Admin fee / account holder | $241 | $6,945-96.5% | $5,427-95.6% | $11,427-97.9% |