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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $127,624 | $138,076-7.6% | $123,553+3.3% | $135,380-5.7% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -6.27% | 153.70%-160.0pp | 119.21%-125.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $1,211 | $5,152-76.5% | $4,628-73.8% | $4,779-74.7% |
| Participant deferral / active EE | $5,320 | $6,800-21.8% | $6,426-17.2% | $5,609-5.2% |
| Admin fee / account holder | $229 | $10,917-97.9% | $9,284-97.5% | $10,828-97.9% |