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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $88,688 | $84,551+4.9% | $61,452+44.3% | $134,532-34.1% |
| Participation rate | 100.0% | 62.2%+37.8pp | 52.6%+47.4pp | 81.2%+18.8pp |
| Annual return | -18.32% | 585.39%-603.7pp | 338.96%-357.3pp | 418.27%-436.6pp |
| Employer contribution / active EE | $2,547 | $1,545+64.9% | $1,160+119.6% | $4,741-46.3% |
| Participant deferral / active EE | $12,150 | $2,818+331.1% | $2,125+471.9% | $6,401+89.8% |
| Admin fee / account holder | $8 | $2,587-99.7% | $2,131-99.6% | $11,429-99.9% |