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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $121,724 | $92,743+31.2% | $82,744+47.1% | $134,532-9.5% |
| Participation rate | 85.7% | 75.2%+10.5pp | 72.6%+13.2pp | 81.2%+4.5pp |
| Annual return | -15.63% | 946.63%-962.3pp | 702.22%-717.9pp | 418.27%-433.9pp |
| Employer contribution / active EE | $8,789 | $3,273+168.6% | $3,008+192.2% | $4,741+85.4% |
| Participant deferral / active EE | $15,755 | $4,802+228.1% | $4,395+258.5% | $6,401+146.1% |
| Admin fee / account holder | $40 | $5,977-99.3% | $5,325-99.2% | $11,429-99.6% |