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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $171,351 | $92,743+84.8% | $82,744+107.1% | $134,532+27.4% |
| Participation rate | 82.4% | 75.2%+7.2pp | 72.6%+9.8pp | 81.2%+1.1pp |
| Annual return | -18.55% | 946.63%-965.2pp | 702.22%-720.8pp | 418.27%-436.8pp |
| Employer contribution / active EE | $4,813 | $3,273+47.1% | $3,008+60.0% | $4,741+1.5% |
| Participant deferral / active EE | $8,956 | $4,802+86.5% | $4,395+103.8% | $6,401+39.9% |
| Admin fee / account holder | $57 | $5,977-99.0% | $5,325-98.9% | $11,429-99.5% |