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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $214,679 | $138,075+55.5% | $123,552+73.8% | $135,379+58.6% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -8.22% | 153.70%-161.9pp | 119.20%-127.4pp | 519.79%-528.0pp |
| Employer contribution / active EE | $2,448 | $5,152-52.5% | $4,628-47.1% | $4,779-48.8% |
| Participant deferral / active EE | $5,040 | $6,800-25.9% | $6,426-21.6% | $5,609-10.1% |
| Admin fee / account holder | $172 | $10,917-98.4% | $9,285-98.1% | $10,828-98.4% |