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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,759 | $138,114-56.0% | $125,391-51.5% | $134,545-54.8% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.2pp |
| Annual return | -18.80% | 750.88%-769.7pp | 572.41%-591.2pp | 418.37%-437.2pp |
| Employer contribution / active EE | $9,574 | $5,246+82.5% | $4,816+98.8% | $4,742+101.9% |
| Participant deferral / active EE | $4,480 | $7,801-42.6% | $7,448-39.9% | $6,401-30.0% |
| Admin fee / account holder | $262 | $11,570-97.7% | $10,009-97.4% | $11,431-97.7% |