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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,039 | $90,607+55.7% | $79,467+77.5% | $135,380+4.2% |
| Participation rate | 80.0% | 76.0%+4.0pp | 73.3%+6.7pp | 82.6%-2.6pp |
| Annual return | -4.66% | 977.74%-982.4pp | 718.30%-723.0pp | 519.81%-524.5pp |
| Employer contribution / active EE | $2,400 | $3,068-21.8% | $2,800-14.3% | $4,779-49.8% |
| Participant deferral / active EE | $5,835 | $4,050+44.1% | $3,704+57.5% | $5,609+4.0% |
| Admin fee / account holder | $0 | $5,895-100.0% | $5,104-100.0% | $10,828-100.0% |