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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,781 | $67,214+93.1% | $61,491+111.1% | $134,532-3.5% |
| Participation rate | 100.0% | 83.7%+16.3pp | 79.3%+20.7pp | 81.2%+18.8pp |
| Annual return | -19.68% | -12.08%-7.6pp | -12.98%-6.7pp | 418.27%-437.9pp |
| Employer contribution / active EE | $5,600 | $4,974+12.6% | $4,246+31.9% | $4,741+18.1% |
| Participant deferral / active EE | $8,675 | $6,103+42.1% | $5,188+67.2% | $6,401+35.5% |
| Admin fee / account holder | $63 | $4,610-98.6% | $4,312-98.6% | $11,429-99.5% |