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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,810 | $92,743+14.1% | $82,744+27.9% | $134,532-21.3% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -15.39% | 946.63%-962.0pp | 702.22%-717.6pp | 418.27%-433.7pp |
| Employer contribution / active EE | $2,127 | $3,273-35.0% | $3,008-29.3% | $4,741-55.1% |
| Participant deferral / active EE | $2,659 | $4,802-44.6% | $4,395-39.5% | $6,401-58.5% |
| Admin fee / account holder | $0 | $5,977-100.0% | $5,325-100.0% | $11,429-100.0% |