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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $197,799 | $100,805+96.2% | $86,698+128.1% | $134,532+47.0% |
| Participation rate | 100.0% | 79.0%+21.0pp | 76.6%+23.4pp | 81.2%+18.8pp |
| Annual return | -17.55% | 29.09%-46.6pp | 35.95%-53.5pp | 418.27%-435.8pp |
| Employer contribution / active EE | $2,458 | $3,490-29.6% | $2,837-13.4% | $4,741-48.2% |
| Participant deferral / active EE | $10,477 | $5,339+96.2% | $4,656+125.0% | $6,401+63.7% |
| Admin fee / account holder | -$414 | $10,925-103.8% | $7,493-105.5% | $11,429-103.6% |