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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,983 | $92,743+42.3% | $82,744+59.5% | $134,532-1.9% |
| Participation rate | 71.4% | 75.2%-3.8pp | 72.6%-1.1pp | 81.2%-9.8pp |
| Annual return | -13.47% | 946.63%-960.1pp | 702.22%-715.7pp | 418.27%-431.7pp |
| Employer contribution / active EE | $8,108 | $3,273+147.8% | $3,008+169.6% | $4,741+71.0% |
| Participant deferral / active EE | $7,113 | $4,802+48.1% | $4,395+61.9% | $6,401+11.1% |
| Admin fee / account holder | $25 | $5,977-99.6% | $5,325-99.5% | $11,429-99.8% |