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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,015 | $99,647+40.5% | $86,439+62.0% | $134,509+4.1% |
| Participation rate | 84.6% | 82.1%+2.6pp | 80.3%+4.3pp | 81.2%+3.4pp |
| Annual return | -17.47% | 6784.13%-6801.6pp | 4395.55%-4413.0pp | 418.13%-435.6pp |
| Employer contribution / active EE | $4,231 | $4,401-3.9% | $3,769+12.3% | $4,741-10.8% |
| Participant deferral / active EE | $8,501 | $7,246+17.3% | $6,952+22.3% | $6,400+32.8% |
| Admin fee / account holder | $5 | $8,373-99.9% | $6,732-99.9% | $11,427-100.0% |