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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,719 | $97,732+26.6% | $83,831+47.6% | $135,380-8.6% |
| Participation rate | 100.0% | 80.0%+20.0pp | 76.1%+23.9pp | 82.6%+17.4pp |
| Annual return | -7.11% | 1287.56%-1294.7pp | 850.99%-858.1pp | 519.81%-526.9pp |
| Employer contribution / active EE | $965 | $4,222-77.1% | $3,631-73.4% | $4,779-79.8% |
| Participant deferral / active EE | $7,384 | $4,683+57.7% | $4,082+80.9% | $5,609+31.6% |
| Admin fee / account holder | $255 | $6,675-96.2% | $5,479-95.4% | $10,828-97.6% |