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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $109,317 | $82,630+32.3% | $64,105+70.5% | $125,389-12.8% |
| Participation rate | 75.0% | 75.9%-0.9pp | 68.2%+6.8pp | 83.2%-8.2pp |
| Annual return | -2.99% | 1489.72%-1492.7pp | 791.24%-794.2pp | 282.24%-285.2pp |
| Employer contribution / active EE | $1,793 | $2,671-32.9% | $1,820-1.5% | $4,866-63.2% |
| Participant deferral / active EE | $4,550 | $3,608+26.1% | $2,822+61.3% | $5,352-15.0% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |