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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,191 | $138,075-73.8% | $123,552-70.7% | $135,379-73.3% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -6.81% | 153.70%-160.5pp | 119.20%-126.0pp | 519.79%-526.6pp |
| Employer contribution / active EE | $6,683 | $5,152+29.7% | $4,628+44.4% | $4,779+39.8% |
| Participant deferral / active EE | $3,564 | $6,800-47.6% | $6,426-44.5% | $5,609-36.5% |
| Admin fee / account holder | $19 | $10,917-99.8% | $9,285-99.8% | $10,828-99.8% |