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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,226 | $67,352+42.9% | $60,899+58.0% | $134,509-28.5% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.1%+26.9pp | 81.2%+18.8pp |
| Annual return | -15.56% | 49.99%-65.6pp | 16.92%-32.5pp | 418.13%-433.7pp |
| Employer contribution / active EE | $11,760 | $3,098+279.6% | $2,702+335.2% | $4,741+148.1% |
| Participant deferral / active EE | $6,420 | $4,539+41.4% | $3,817+68.2% | $6,400+0.3% |
| Admin fee / account holder | $0 | $4,585-100.0% | $3,225-100.0% | $11,427-100.0% |