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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,383 | $95,979+47.3% | $74,551+89.6% | $135,380+4.4% |
| Participation rate | 78.6% | 75.7%+2.9pp | 69.1%+9.4pp | 82.6%-4.1pp |
| Annual return | -4.91% | 56.97%-61.9pp | 32.53%-37.4pp | 519.81%-524.7pp |
| Employer contribution / active EE | $1,640 | $2,716-39.6% | $1,961-16.4% | $4,779-65.7% |
| Participant deferral / active EE | $5,046 | $3,844+31.3% | $3,108+62.4% | $5,609-10.0% |
| Admin fee / account holder | $27 | $6,522-99.6% | $5,059-99.5% | $10,828-99.8% |