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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,112 | $95,979+11.6% | $74,551+43.7% | $135,380-20.9% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.83% | 56.97%-61.8pp | 32.53%-37.4pp | 519.81%-524.6pp |
| Employer contribution / active EE | $3,359 | $2,716+23.7% | $1,961+71.3% | $4,779-29.7% |
| Participant deferral / active EE | $12,791 | $3,844+232.8% | $3,108+311.5% | $5,609+128.0% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |