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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,022 | $82,630+17.4% | $64,105+51.3% | $125,389-22.6% |
| Participation rate | 75.0% | 75.9%-0.9pp | 68.2%+6.8pp | 83.2%-8.2pp |
| Annual return | -2.38% | 1489.72%-1492.1pp | 791.24%-793.6pp | 282.24%-284.6pp |
| Employer contribution / active EE | $889 | $2,671-66.7% | $1,820-51.2% | $4,866-81.7% |
| Participant deferral / active EE | $8,671 | $3,608+140.3% | $2,822+207.3% | $5,352+62.0% |
| Admin fee / account holder | $0 | $6,382-100.0% | $4,499-100.0% | $9,541-100.0% |