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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $223,857 | $92,743+141.4% | $82,744+170.5% | $134,532+66.4% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -16.82% | 946.63%-963.5pp | 702.22%-719.0pp | 418.27%-435.1pp |
| Employer contribution / active EE | $20,362 | $3,273+522.2% | $3,008+576.9% | $4,741+329.5% |
| Participant deferral / active EE | $12,181 | $4,802+153.7% | $4,395+177.2% | $6,401+90.3% |
| Admin fee / account holder | $60 | $5,977-99.0% | $5,325-98.9% | $11,429-99.5% |