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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $117,595 | $92,684+26.9% | $82,706+42.2% | $134,509-12.6% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -17.44% | 945.84%-963.3pp | 701.76%-719.2pp | 418.13%-435.6pp |
| Employer contribution / active EE | $2,211 | $3,272-32.4% | $3,007-26.5% | $4,741-53.4% |
| Participant deferral / active EE | $9,074 | $4,800+89.1% | $4,394+106.5% | $6,400+41.8% |
| Admin fee / account holder | $0 | $5,982-100.0% | $5,329-100.0% | $11,427-100.0% |