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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,948 | $84,482+77.5% | $125,363+19.6% | $66,930+124.0% |
| Participation rate | 83.3% | 76.4%+6.9pp | 82.4%+1.0pp | 69.8%+13.5pp |
| Annual return | -15.94% | -8.49%-7.5pp | 572.15%-588.1pp | 1.57%-17.5pp |
| Employer contribution / active EE | $14,245 | $3,553+301.0% | $4,815+195.9% | $2,545+459.7% |
| Participant deferral / active EE | $8,172 | $6,782+20.5% | $7,447+9.7% | $4,238+92.8% |
| Admin fee / account holder | $12 | $685-98.2% | $10,005-99.9% | $593-97.9% |