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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,597 | $92,743+37.6% | $82,744+54.2% | $134,532-5.2% |
| Participation rate | 83.3% | 75.2%+8.1pp | 72.6%+10.8pp | 81.2%+2.1pp |
| Annual return | -17.94% | 946.63%-964.6pp | 702.22%-720.2pp | 418.27%-436.2pp |
| Employer contribution / active EE | $8,156 | $3,273+149.2% | $3,008+171.1% | $4,741+72.0% |
| Participant deferral / active EE | $9,962 | $4,802+107.5% | $4,395+126.7% | $6,401+55.6% |
| Admin fee / account holder | $65 | $5,977-98.9% | $5,325-98.8% | $11,429-99.4% |