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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $143,351 | $84,464+69.7% | $61,399+133.5% | $134,509+6.6% |
| Participation rate | 80.0% | 62.2%+17.8pp | 52.6%+27.4pp | 81.2%-1.2pp |
| Annual return | -16.88% | 585.06%-601.9pp | 338.81%-355.7pp | 418.13%-435.0pp |
| Employer contribution / active EE | $1,161 | $1,545-24.8% | $1,159+0.1% | $4,741-75.5% |
| Participant deferral / active EE | $7,115 | $2,818+152.5% | $2,124+234.9% | $6,400+11.2% |
| Admin fee / account holder | $0 | $2,587-100.0% | $2,131-100.0% | $11,427-100.0% |