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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,645 | $97,729+40.8% | $83,830+64.2% | $135,379+1.7% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -5.88% | 1287.52%-1293.4pp | 850.97%-856.8pp | 519.79%-525.7pp |
| Employer contribution / active EE | $1,600 | $4,222-62.1% | $3,631-55.9% | $4,779-66.5% |
| Participant deferral / active EE | $21,000 | $4,683+348.5% | $4,082+414.5% | $5,609+274.4% |
| Admin fee / account holder | -$152 | $6,674-102.3% | $5,479-102.8% | $10,828-101.4% |