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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $221,413 | $138,102+60.3% | $125,381+76.6% | $134,532+64.6% |
| Participation rate | 81.8% | 84.5%-2.7pp | 82.4%-0.6pp | 81.2%+0.6pp |
| Annual return | -15.20% | 750.73%-765.9pp | 572.31%-587.5pp | 418.27%-433.5pp |
| Employer contribution / active EE | $2,713 | $5,245-48.3% | $4,815-43.6% | $4,741-42.8% |
| Participant deferral / active EE | $10,452 | $7,801+34.0% | $7,448+40.3% | $6,401+63.3% |
| Admin fee / account holder | $186 | $11,568-98.4% | $10,007-98.1% | $11,429-98.4% |