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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $114,476 | $138,076-17.1% | $123,553-7.3% | $135,380-15.4% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -6.49% | 153.70%-160.2pp | 119.21%-125.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $10,627 | $5,152+106.3% | $4,628+129.6% | $4,779+122.4% |
| Participant deferral / active EE | $9,107 | $6,800+33.9% | $6,426+41.7% | $5,609+62.4% |
| Admin fee / account holder | $287 | $10,917-97.4% | $9,284-96.9% | $10,828-97.3% |