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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,125 | $138,114-28.2% | $125,391-20.9% | $134,545-26.3% |
| Participation rate | 92.9% | 84.5%+8.4pp | 82.4%+10.5pp | 81.2%+11.6pp |
| Annual return | -20.42% | 750.88%-771.3pp | 572.41%-592.8pp | 418.37%-438.8pp |
| Employer contribution / active EE | $1,313 | $5,246-75.0% | $4,816-72.7% | $4,742-72.3% |
| Participant deferral / active EE | $6,205 | $7,801-20.5% | $7,448-16.7% | $6,401-3.1% |
| Admin fee / account holder | $150 | $11,570-98.7% | $10,009-98.5% | $11,431-98.7% |