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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,915 | $110,039-37.4% | $97,260-29.1% | $145,884-52.8% |
| Participation rate | 83.3% | 75.9%+7.4pp | 72.7%+10.7pp | 80.3%+3.0pp |
| Annual return | 131.81% | 244.44%-112.6pp | 75.54%+56.3pp | 551.85%-420.0pp |
| Employer contribution / active EE | $1,261 | $3,074-59.0% | $2,721-53.7% | $4,662-73.0% |
| Participant deferral / active EE | $7,018 | $4,674+50.2% | $4,262+64.7% | $6,690+4.9% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |