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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $149,845 | $138,076+8.5% | $123,553+21.3% | $135,380+10.7% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -8.71% | 153.70%-162.4pp | 119.21%-127.9pp | 519.81%-528.5pp |
| Employer contribution / active EE | $4,550 | $5,152-11.7% | $4,628-1.7% | $4,779-4.8% |
| Participant deferral / active EE | $6,819 | $6,800+0.3% | $6,426+6.1% | $5,609+21.6% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |