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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $142,187 | $92,743+53.3% | $82,744+71.8% | $134,532+5.7% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -12.62% | 946.63%-959.2pp | 702.22%-714.8pp | 418.27%-430.9pp |
| Employer contribution / active EE | $2,335 | $3,273-28.7% | $3,008-22.4% | $4,741-50.8% |
| Participant deferral / active EE | $7,781 | $4,802+62.0% | $4,395+77.1% | $6,401+21.6% |
| Admin fee / account holder | $24 | $5,977-99.6% | $5,325-99.5% | $11,429-99.8% |