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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,992 | $90,397-33.6% | $76,002-21.1% | $145,959-58.9% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.1%+16.6pp | 80.3%+5.4pp |
| Annual return | 0.00% | 621.97%-622.0pp | 360.07%-360.1pp | 561.95%-561.9pp |
| Employer contribution / active EE | $9,001 | $3,317+171.4% | $2,688+234.8% | $4,661+93.1% |
| Participant deferral / active EE | $7,224 | $5,163+39.9% | $4,257+69.7% | $6,689+8.0% |
| Admin fee / account holder | $0 | $8,369-100.0% | $6,414-100.0% | $13,398-100.0% |