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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $194,238 | $138,076+40.7% | $123,553+57.2% | $135,380+43.5% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -5.58% | 153.70%-159.3pp | 119.21%-124.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $2,601 | $5,152-49.5% | $4,628-43.8% | $4,779-45.6% |
| Participant deferral / active EE | $10,011 | $6,800+47.2% | $6,426+55.8% | $5,609+78.5% |
| Admin fee / account holder | $50 | $10,917-99.5% | $9,284-99.5% | $10,828-99.5% |