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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,868 | $138,114-54.5% | $125,391-49.9% | $134,545-53.3% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -17.15% | 750.88%-768.0pp | 572.41%-589.6pp | 418.37%-435.5pp |
| Employer contribution / active EE | $3,544 | $5,246-32.4% | $4,816-26.4% | $4,742-25.3% |
| Participant deferral / active EE | $7,775 | $7,801-0.3% | $7,448+4.4% | $6,401+21.5% |
| Admin fee / account holder | $209 | $11,570-98.2% | $10,009-97.9% | $11,431-98.2% |