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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $124,308 | $92,743+34.0% | $82,744+50.2% | $134,532-7.6% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -18.54% | 946.63%-965.2pp | 702.22%-720.8pp | 418.27%-436.8pp |
| Employer contribution / active EE | $2,225 | $3,273-32.0% | $3,008-26.0% | $4,741-53.1% |
| Participant deferral / active EE | $4,176 | $4,802-13.0% | $4,395-5.0% | $6,401-34.8% |
| Admin fee / account holder | -$125 | $5,977-102.1% | $5,325-102.4% | $11,429-101.1% |