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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,185 | $88,596+135.0% | $70,098+197.0% | $134,509+54.8% |
| Participation rate | 72.7% | 74.9%-2.2pp | 70.5%+2.2pp | 81.2%-8.5pp |
| Annual return | -17.50% | 442.67%-460.2pp | 190.76%-208.3pp | 418.13%-435.6pp |
| Employer contribution / active EE | $725 | $3,235-77.6% | $2,560-71.7% | $4,741-84.7% |
| Participant deferral / active EE | $6,892 | $4,772+44.4% | $3,849+79.0% | $6,400+7.7% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,266-100.0% | $11,427-100.0% |