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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,761 | $88,596+89.4% | $70,098+139.3% | $134,509+24.7% |
| Participation rate | 85.7% | 74.9%+10.8pp | 70.5%+15.2pp | 81.2%+4.5pp |
| Annual return | -19.66% | 442.67%-462.3pp | 190.76%-210.4pp | 418.13%-437.8pp |
| Employer contribution / active EE | $5,854 | $3,235+80.9% | $2,560+128.6% | $4,741+23.5% |
| Participant deferral / active EE | $9,379 | $4,772+96.5% | $3,849+143.7% | $6,400+46.5% |
| Admin fee / account holder | $73 | $10,441-99.3% | $6,266-98.8% | $11,427-99.4% |