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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $120,832 | $197,819-38.9% | $155,789-22.4% | $125,389-3.6% |
| Participation rate | 91.7% | 82.1%+9.6pp | 76.1%+15.6pp | 83.2%+8.5pp |
| Annual return | -2.24% | 86.73%-89.0pp | 71.54%-73.8pp | 282.24%-284.5pp |
| Employer contribution / active EE | $1,631 | $4,850-66.4% | $3,839-57.5% | $4,866-66.5% |
| Participant deferral / active EE | $9,667 | $5,631+71.7% | $4,798+101.5% | $5,352+80.6% |
| Admin fee / account holder | $0 | $9,544-100.0% | $7,477-100.0% | $9,541-100.0% |