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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,271 | $45,152+117.6% | $73,836+33.1% | $59,633+64.8% |
| Participation rate | 86.2% | 64.0%+22.2pp | 73.4%+12.8pp | 68.7%+17.5pp |
| Annual return | -1.26% | 27.40%-28.7pp | 2268.06%-2269.3pp | 2041.45%-2042.7pp |
| Employer contribution / active EE | $5,907 | $1,901+210.7% | $2,787+111.9% | $2,203+168.2% |
| Participant deferral / active EE | $0 | $2,573-100.0% | $3,583-100.0% | $3,192-100.0% |
| Admin fee / account holder | $260 | $3,515-92.6% | $4,882-94.7% | $4,297-93.9% |