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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,198 | $92,766+33.9% | $82,763+50.1% | $134,545-7.7% |
| Participation rate | 90.9% | 75.2%+15.7pp | 72.6%+18.3pp | 81.2%+9.7pp |
| Annual return | -20.82% | 946.97%-967.8pp | 702.45%-723.3pp | 418.37%-439.2pp |
| Employer contribution / active EE | $12,745 | $3,273+289.4% | $3,008+323.7% | $4,742+168.8% |
| Participant deferral / active EE | $14,029 | $4,802+192.1% | $4,395+219.2% | $6,401+119.2% |
| Admin fee / account holder | $20 | $5,978-99.7% | $5,325-99.6% | $11,431-99.8% |