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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,106 | $138,102-46.3% | $125,381-40.9% | $134,532-44.9% |
| Participation rate | 92.3% | 84.5%+7.8pp | 82.4%+9.9pp | 81.2%+11.1pp |
| Annual return | -14.46% | 750.73%-765.2pp | 572.31%-586.8pp | 418.27%-432.7pp |
| Employer contribution / active EE | $4,844 | $5,245-7.7% | $4,815+0.6% | $4,741+2.2% |
| Participant deferral / active EE | $11,872 | $7,801+52.2% | $7,448+59.4% | $6,401+85.5% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |