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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,067 | $99,644+23.5% | $86,438+42.4% | $134,532-8.5% |
| Participation rate | 100.0% | 82.1%+17.9pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -17.96% | 6787.26%-6805.2pp | 4397.19%-4415.1pp | 418.27%-436.2pp |
| Employer contribution / active EE | $4,623 | $4,402+5.0% | $3,769+22.6% | $4,741-2.5% |
| Participant deferral / active EE | $27,000 | $7,247+272.5% | $6,952+288.4% | $6,401+321.8% |
| Admin fee / account holder | $0 | $8,375-100.0% | $6,733-100.0% | $11,429-100.0% |