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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,293 | $95,975+22.2% | $74,552+57.3% | $135,382-13.4% |
| Participation rate | 100.0% | 75.7%+24.3pp | 69.1%+30.9pp | 82.6%+17.4pp |
| Annual return | -4.63% | 56.96%-61.6pp | 32.53%-37.2pp | 519.77%-524.4pp |
| Employer contribution / active EE | $4,657 | $2,716+71.4% | $1,961+137.5% | $4,779-2.6% |
| Participant deferral / active EE | $19,518 | $3,844+407.8% | $3,108+528.0% | $5,609+248.0% |
| Admin fee / account holder | $15 | $6,522-99.8% | $5,060-99.7% | $10,829-99.9% |