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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,372 | $133,981+9.2% | $112,249+30.4% | $134,532+8.8% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -17.47% | 47.16%-64.6pp | 27.48%-45.0pp | 418.27%-435.7pp |
| Employer contribution / active EE | $10,288 | $4,040+154.7% | $3,636+182.9% | $4,741+117.0% |
| Participant deferral / active EE | $10,440 | $5,292+97.3% | $4,729+120.8% | $6,401+63.1% |
| Admin fee / account holder | $19 | $7,492-99.7% | $6,412-99.7% | $11,429-99.8% |