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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $146,748 | $88,585+65.7% | $69,884+110.0% | $134,532+9.1% |
| Participation rate | 80.0% | 74.9%+5.1pp | 70.5%+9.5pp | 81.2%-1.2pp |
| Annual return | -12.62% | 442.80%-455.4pp | 190.81%-203.4pp | 418.27%-430.9pp |
| Employer contribution / active EE | $1,910 | $3,235-41.0% | $2,560-25.4% | $4,741-59.7% |
| Participant deferral / active EE | $4,246 | $4,770-11.0% | $3,848+10.3% | $6,401-33.7% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,266-100.0% | $11,429-100.0% |