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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,185 | $88,603+135.0% | $69,890+197.9% | $134,545+54.7% |
| Participation rate | 72.7% | 74.9%-2.2pp | 70.5%+2.2pp | 81.2%-8.5pp |
| Annual return | -17.50% | 442.93%-460.4pp | 190.84%-208.3pp | 418.37%-435.9pp |
| Employer contribution / active EE | $725 | $3,236-77.6% | $2,560-71.7% | $4,742-84.7% |
| Participant deferral / active EE | $6,892 | $4,771+44.5% | $3,848+79.1% | $6,401+7.7% |
| Admin fee / account holder | $0 | $10,443-100.0% | $6,267-100.0% | $11,431-100.0% |