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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $110,071 | $90,606+21.5% | $79,466+38.5% | $135,379-18.7% |
| Participation rate | 95.2% | 76.0%+19.2pp | 73.3%+21.9pp | 82.6%+12.6pp |
| Annual return | -6.21% | 977.69%-983.9pp | 718.28%-724.5pp | 519.79%-526.0pp |
| Employer contribution / active EE | $2,484 | $3,068-19.0% | $2,800-11.3% | $4,779-48.0% |
| Participant deferral / active EE | $5,692 | $4,050+40.5% | $3,704+53.7% | $5,609+1.5% |
| Admin fee / account holder | $216 | $5,895-96.3% | $5,104-95.8% | $10,828-98.0% |