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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $137,584 | $138,076-0.4% | $123,553+11.4% | $135,380+1.6% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -4.39% | 153.70%-158.1pp | 119.21%-123.6pp | 519.81%-524.2pp |
| Employer contribution / active EE | $1,288 | $5,152-75.0% | $4,628-72.2% | $4,779-73.0% |
| Participant deferral / active EE | $5,230 | $6,800-23.1% | $6,426-18.6% | $5,609-6.8% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |