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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $118,270 | $138,078-14.3% | $125,363-5.7% | $134,509-12.1% |
| Participation rate | 84.6% | 84.5%+0.1pp | 82.4%+2.2pp | 81.2%+3.4pp |
| Annual return | -17.32% | 750.49%-767.8pp | 572.15%-589.5pp | 418.13%-435.5pp |
| Employer contribution / active EE | $3,213 | $5,245-38.7% | $4,815-33.3% | $4,741-32.2% |
| Participant deferral / active EE | $10,230 | $7,800+31.2% | $7,447+37.4% | $6,400+59.8% |
| Admin fee / account holder | $235 | $11,566-98.0% | $10,005-97.6% | $11,427-97.9% |