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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $161,999 | $92,743+74.7% | $82,744+95.8% | $134,532+20.4% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -20.72% | 946.63%-967.3pp | 702.22%-722.9pp | 418.27%-439.0pp |
| Employer contribution / active EE | $2,497 | $3,273-23.7% | $3,008-17.0% | $4,741-47.3% |
| Participant deferral / active EE | $8,025 | $4,802+67.1% | $4,395+82.6% | $6,401+25.4% |
| Admin fee / account holder | $18 | $5,977-99.7% | $5,325-99.7% | $11,429-99.8% |