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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $229,841 | $138,075+66.5% | $123,552+86.0% | $135,379+69.8% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -6.88% | 153.70%-160.6pp | 119.20%-126.1pp | 519.79%-526.7pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $9,964 | $6,800+46.5% | $6,426+55.1% | $5,609+77.6% |
| Admin fee / account holder | $14 | $10,917-99.9% | $9,285-99.8% | $10,828-99.9% |