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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,204 | $82,674+53.9% | $125,363+1.5% | $68,495+85.7% |
| Participation rate | 100.0% | 75.0%+25.0pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -19.27% | -5.97%-13.3pp | 572.15%-591.4pp | -7.84%-11.4pp |
| Employer contribution / active EE | $11,675 | $3,382+245.2% | $4,815+142.5% | $2,596+349.6% |
| Participant deferral / active EE | $11,644 | $6,111+90.5% | $7,447+56.4% | $4,028+189.1% |
| Admin fee / account holder | $240 | $6,276-96.2% | $10,005-97.6% | $5,403-95.6% |