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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,595 | $92,766+26.8% | $82,763+42.1% | $134,545-12.6% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -17.44% | 946.97%-964.4pp | 702.45%-719.9pp | 418.37%-435.8pp |
| Employer contribution / active EE | $2,211 | $3,273-32.4% | $3,008-26.5% | $4,742-53.4% |
| Participant deferral / active EE | $9,074 | $4,802+89.0% | $4,395+106.5% | $6,401+41.8% |
| Admin fee / account holder | $0 | $5,978-100.0% | $5,325-100.0% | $11,431-100.0% |