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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $136,363 | $97,732+39.5% | $83,831+62.7% | $135,380+0.7% |
| Participation rate | 90.9% | 80.0%+11.0pp | 76.1%+14.8pp | 82.6%+8.3pp |
| Annual return | -3.18% | 1287.56%-1290.7pp | 850.99%-854.2pp | 519.81%-523.0pp |
| Employer contribution / active EE | $3,023 | $4,222-28.4% | $3,631-16.8% | $4,779-36.7% |
| Participant deferral / active EE | $7,534 | $4,683+60.9% | $4,082+84.6% | $5,609+34.3% |
| Admin fee / account holder | $238 | $6,675-96.4% | $5,479-95.7% | $10,828-97.8% |