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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $155,572 | $93,098+67.1% | $77,081+101.8% | $134,509+15.7% |
| Participation rate | 83.3% | 74.5%+8.8pp | 67.9%+15.4pp | 81.2%+2.1pp |
| Annual return | -4.69% | 62.63%-67.3pp | 42.33%-47.0pp | 418.13%-422.8pp |
| Employer contribution / active EE | $0 | $3,419-100.0% | $2,813-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,168 | $5,239-77.7% | $4,428-73.6% | $6,400-81.8% |
| Admin fee / account holder | $0 | $6,945-100.0% | $5,427-100.0% | $11,427-100.0% |