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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $242,405 | $133,998+80.9% | $112,263+115.9% | $134,545+80.2% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.85% | 47.17%-62.0pp | 27.49%-42.3pp | 418.37%-433.2pp |
| Employer contribution / active EE | $0 | $4,040-100.0% | $3,636-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $23,750 | $5,292+348.8% | $4,729+402.2% | $6,401+271.0% |
| Admin fee / account holder | $50 | $7,493-99.3% | $6,410-99.2% | $11,431-99.6% |