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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,678 | $133,998+54.2% | $112,263+84.1% | $134,545+53.6% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -14.22% | 47.17%-61.4pp | 27.49%-41.7pp | 418.37%-432.6pp |
| Employer contribution / active EE | $11,500 | $4,040+184.6% | $3,636+216.3% | $4,742+142.5% |
| Participant deferral / active EE | $2,773 | $5,292-47.6% | $4,729-41.4% | $6,401-56.7% |
| Admin fee / account holder | $13 | $7,493-99.8% | $6,410-99.8% | $11,431-99.9% |