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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,826 | $97,732+43.1% | $83,831+66.8% | $135,380+3.3% |
| Participation rate | 85.7% | 80.0%+5.8pp | 76.1%+9.6pp | 82.6%+3.1pp |
| Annual return | -1.15% | 1287.56%-1288.7pp | 850.99%-852.1pp | 519.81%-521.0pp |
| Employer contribution / active EE | $876 | $4,222-79.3% | $3,631-75.9% | $4,779-81.7% |
| Participant deferral / active EE | $3,882 | $4,683-17.1% | $4,082-4.9% | $5,609-30.8% |
| Admin fee / account holder | $0 | $6,675-100.0% | $5,479-100.0% | $10,828-100.0% |