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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,463 | $133,998+66.8% | $112,263+99.1% | $134,545+66.1% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -5.93% | 47.17%-53.1pp | 27.49%-33.4pp | 418.37%-424.3pp |
| Employer contribution / active EE | $17,787 | $4,040+340.3% | $3,636+389.2% | $4,742+275.1% |
| Participant deferral / active EE | $4,996 | $5,292-5.6% | $4,729+5.6% | $6,401-22.0% |
| Admin fee / account holder | $158 | $7,493-97.9% | $6,410-97.5% | $11,431-98.6% |