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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $89,497 | $168,635-46.9% | $147,617-39.4% | $125,389-28.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.68% | 77.65%-79.3pp | 61.98%-63.7pp | 282.24%-283.9pp |
| Employer contribution / active EE | $4,878 | $6,252-22.0% | $5,564-12.3% | $4,866+0.2% |
| Participant deferral / active EE | $3,700 | $5,507-32.8% | $4,895-24.4% | $5,352-30.9% |
| Admin fee / account holder | $100 | $13,580-99.3% | $11,612-99.1% | $9,541-99.0% |