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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,841 | $197,819-68.2% | $155,789-59.7% | $125,389-49.9% |
| Participation rate | 87.5% | 82.1%+5.4pp | 76.1%+11.4pp | 83.2%+4.3pp |
| Annual return | -1.52% | 86.73%-88.2pp | 71.54%-73.1pp | 282.24%-283.8pp |
| Employer contribution / active EE | $8,738 | $4,850+80.2% | $3,839+127.6% | $4,866+79.6% |
| Participant deferral / active EE | $15,000 | $5,631+166.4% | $4,798+212.6% | $5,352+180.3% |
| Admin fee / account holder | $42 | $9,544-99.6% | $7,477-99.4% | $9,541-99.6% |