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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $82,838 | $84,464-1.9% | $61,399+34.9% | $134,509-38.4% |
| Participation rate | 88.9% | 62.2%+26.7pp | 52.6%+36.3pp | 81.2%+7.7pp |
| Annual return | -20.74% | 585.06%-605.8pp | 338.81%-359.5pp | 418.13%-438.9pp |
| Employer contribution / active EE | $2,131 | $1,545+38.0% | $1,159+83.8% | $4,741-55.0% |
| Participant deferral / active EE | $4,897 | $2,818+73.8% | $2,124+130.5% | $6,400-23.5% |
| Admin fee / account holder | $296 | $2,587-88.6% | $2,131-86.1% | $11,427-97.4% |