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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,269 | $93,117+27.0% | $77,096+53.4% | $134,532-12.1% |
| Participation rate | 100.0% | 74.5%+25.5pp | 67.9%+32.1pp | 81.2%+18.8pp |
| Annual return | -8.63% | 62.67%-71.3pp | 42.35%-51.0pp | 418.27%-426.9pp |
| Employer contribution / active EE | $5,625 | $3,420+64.5% | $2,814+99.9% | $4,741+18.6% |
| Participant deferral / active EE | $26,661 | $5,241+408.7% | $4,429+501.9% | $6,401+316.5% |
| Admin fee / account holder | $145 | $6,948-97.9% | $5,428-97.3% | $11,429-98.7% |