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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,081 | $138,076-68.8% | $123,553-65.1% | $135,380-68.2% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -4.78% | 153.70%-158.5pp | 119.21%-124.0pp | 519.81%-524.6pp |
| Employer contribution / active EE | $8,915 | $5,152+73.0% | $4,628+92.6% | $4,779+86.5% |
| Participant deferral / active EE | $12,053 | $6,800+77.3% | $6,426+87.6% | $5,609+114.9% |
| Admin fee / account holder | $160 | $10,917-98.5% | $9,284-98.3% | $10,828-98.5% |