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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,520 | $97,729+17.2% | $83,830+36.6% | $135,379-15.4% |
| Participation rate | 87.5% | 80.0%+7.5pp | 76.1%+11.4pp | 82.6%+4.9pp |
| Annual return | -4.27% | 1287.52%-1291.8pp | 850.97%-855.2pp | 519.79%-524.1pp |
| Employer contribution / active EE | $1,146 | $4,222-72.9% | $3,631-68.4% | $4,779-76.0% |
| Participant deferral / active EE | $4,750 | $4,683+1.4% | $4,082+16.4% | $5,609-15.3% |
| Admin fee / account holder | $73 | $6,674-98.9% | $5,479-98.7% | $10,828-99.3% |