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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $119,519 | $107,368+11.3% | $92,915+28.6% | $152,909-21.8% |
| Participation rate | 87.5% | 79.8%+7.7pp | 76.0%+11.5pp | 82.5%+5.0pp |
| Annual return | 0.00% | 145.64%-145.6pp | 109.45%-109.4pp | 345.46%-345.5pp |
| Employer contribution / active EE | $3,964 | $4,222-6.1% | $3,653+8.5% | $4,764-16.8% |
| Participant deferral / active EE | $11,013 | $4,848+127.2% | $4,238+159.9% | $5,851+88.2% |
| Admin fee / account holder | $133 | $7,082-98.1% | $5,796-97.7% | $11,601-98.9% |