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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $138,853 | $92,743+49.7% | $82,744+67.8% | $134,532+3.2% |
| Participation rate | 75.0% | 75.2%-0.2pp | 72.6%+2.4pp | 81.2%-6.2pp |
| Annual return | -11.90% | 946.63%-958.5pp | 702.22%-714.1pp | 418.27%-430.2pp |
| Employer contribution / active EE | $7,625 | $3,273+133.0% | $3,008+153.5% | $4,741+60.8% |
| Participant deferral / active EE | $8,325 | $4,802+73.4% | $4,395+89.4% | $6,401+30.1% |
| Admin fee / account holder | $6 | $5,977-99.9% | $5,325-99.9% | $11,429-99.9% |