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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $189,404 | $90,607+109.0% | $79,467+138.3% | $135,380+39.9% |
| Participation rate | 90.9% | 76.0%+14.9pp | 73.3%+17.6pp | 82.6%+8.3pp |
| Annual return | -3.36% | 977.74%-981.1pp | 718.30%-721.7pp | 519.81%-523.2pp |
| Employer contribution / active EE | $4,357 | $3,068+42.0% | $2,800+55.6% | $4,779-8.8% |
| Participant deferral / active EE | $7,695 | $4,050+90.0% | $3,704+107.7% | $5,609+37.2% |
| Admin fee / account holder | $26 | $5,895-99.6% | $5,104-99.5% | $10,828-99.8% |