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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $105,258 | $99,668+5.6% | $86,451+21.8% | $134,545-21.8% |
| Participation rate | 85.7% | 82.1%+3.6pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -18.06% | 6789.61%-6807.7pp | 4398.51%-4416.6pp | 418.37%-436.4pp |
| Employer contribution / active EE | $9,355 | $4,403+112.5% | $3,770+148.1% | $4,742+97.3% |
| Participant deferral / active EE | $9,951 | $7,249+37.3% | $6,953+43.1% | $6,401+55.4% |
| Admin fee / account holder | $3 | $8,377-100.0% | $6,734-100.0% | $11,431-100.0% |