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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $94,504 | $92,766+1.9% | $82,763+14.2% | $134,545-29.8% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -17.56% | 946.97%-964.5pp | 702.45%-720.0pp | 418.37%-435.9pp |
| Employer contribution / active EE | $5,730 | $3,273+75.1% | $3,008+90.5% | $4,742+20.9% |
| Participant deferral / active EE | $14,015 | $4,802+191.8% | $4,395+218.9% | $6,401+118.9% |
| Admin fee / account holder | $70 | $5,978-98.8% | $5,325-98.7% | $11,431-99.4% |