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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,553 | $138,114-48.9% | $125,391-43.7% | $134,545-47.6% |
| Participation rate | 95.2% | 84.5%+10.7pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -18.60% | 750.88%-769.5pp | 572.41%-591.0pp | 418.37%-437.0pp |
| Employer contribution / active EE | $3,346 | $5,246-36.2% | $4,816-30.5% | $4,742-29.4% |
| Participant deferral / active EE | $9,729 | $7,801+24.7% | $7,448+30.6% | $6,401+52.0% |
| Admin fee / account holder | $241 | $11,570-97.9% | $10,009-97.6% | $11,431-97.9% |