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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,842 | $106,557+37.8% | $91,227+61.0% | $134,545+9.1% |
| Participation rate | 100.0% | 76.8%+23.2pp | 73.2%+26.8pp | 81.2%+18.8pp |
| Annual return | -16.41% | 160.81%-177.2pp | 114.14%-130.6pp | 418.37%-434.8pp |
| Employer contribution / active EE | $1,850 | $3,332-44.5% | $2,851-35.1% | $4,742-61.0% |
| Participant deferral / active EE | $14,690 | $4,719+211.3% | $4,234+247.0% | $6,401+129.5% |
| Admin fee / account holder | $0 | $6,235-100.0% | $5,423-100.0% | $11,431-100.0% |