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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,430 | $138,114-37.4% | $125,391-31.1% | $134,545-35.8% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -17.01% | 750.88%-767.9pp | 572.41%-589.4pp | 418.37%-435.4pp |
| Employer contribution / active EE | $4,648 | $5,246-11.4% | $4,816-3.5% | $4,742-2.0% |
| Participant deferral / active EE | $9,433 | $7,801+20.9% | $7,448+26.6% | $6,401+47.4% |
| Admin fee / account holder | $69 | $11,570-99.4% | $10,009-99.3% | $11,431-99.4% |