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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,648 | $92,743+23.6% | $82,744+38.6% | $134,532-14.8% |
| Participation rate | 90.0% | 75.2%+14.8pp | 72.6%+17.4pp | 81.2%+8.8pp |
| Annual return | -15.48% | 946.63%-962.1pp | 702.22%-717.7pp | 418.27%-433.8pp |
| Employer contribution / active EE | $1,962 | $3,273-40.0% | $3,008-34.8% | $4,741-58.6% |
| Participant deferral / active EE | $5,973 | $4,802+24.4% | $4,395+35.9% | $6,401-6.7% |
| Admin fee / account holder | $158 | $5,977-97.4% | $5,325-97.0% | $11,429-98.6% |