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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,838 | $190,879-60.8% | $160,009-53.2% | $134,532-44.4% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -11.70% | 552.63%-564.3pp | 408.85%-420.5pp | 418.27%-430.0pp |
| Employer contribution / active EE | $2,201 | $4,995-55.9% | $4,225-47.9% | $4,741-53.6% |
| Participant deferral / active EE | $5,610 | $6,924-19.0% | $6,183-9.3% | $6,401-12.4% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |