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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,892 | $152,542+11.4% | $117,498+44.6% | $134,509+26.3% |
| Participation rate | 100.0% | 77.1%+22.9pp | 70.6%+29.4pp | 81.2%+18.8pp |
| Annual return | -14.03% | 53.02%-67.0pp | 29.75%-43.8pp | 418.13%-432.2pp |
| Employer contribution / active EE | $3,668 | $5,574-34.2% | $4,178-12.2% | $4,741-22.6% |
| Participant deferral / active EE | $4,293 | $4,819-10.9% | $4,071+5.5% | $6,400-32.9% |
| Admin fee / account holder | $20 | $7,006-99.7% | $5,646-99.6% | $11,427-99.8% |