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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $126,112 | $97,761+29.0% | $83,850+50.4% | $135,382-6.8% |
| Participation rate | 72.2% | 80.0%-7.7pp | 76.1%-3.9pp | 82.6%-10.4pp |
| Annual return | -2.83% | 1287.44%-1290.3pp | 850.92%-853.8pp | 519.77%-522.6pp |
| Employer contribution / active EE | $3,830 | $4,222-9.3% | $3,631+5.5% | $4,779-19.8% |
| Participant deferral / active EE | $6,509 | $4,682+39.0% | $4,082+59.5% | $5,609+16.0% |
| Admin fee / account holder | $0 | $6,674-100.0% | $5,478-100.0% | $10,829-100.0% |