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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $100,510 | $82,674+21.6% | $125,381-19.8% | $68,486+46.8% |
| Participation rate | 100.0% | 75.1%+24.9pp | 82.4%+17.6pp | 67.9%+32.1pp |
| Annual return | -17.66% | -5.97%-11.7pp | 572.31%-590.0pp | -7.85%-9.8pp |
| Employer contribution / active EE | $4,645 | $3,382+37.3% | $4,815-3.5% | $2,597+78.9% |
| Participant deferral / active EE | $9,996 | $6,111+63.6% | $7,448+34.2% | $4,028+148.2% |
| Admin fee / account holder | $157 | $6,277-97.5% | $10,007-98.4% | $5,404-97.1% |