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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,519 | $138,075-43.9% | $123,552-37.3% | $135,379-42.7% |
| Participation rate | 87.0% | 84.7%+2.2pp | 82.3%+4.7pp | 82.6%+4.3pp |
| Annual return | -5.60% | 153.70%-159.3pp | 119.20%-124.8pp | 519.79%-525.4pp |
| Employer contribution / active EE | $5,477 | $5,152+6.3% | $4,628+18.3% | $4,779+14.6% |
| Participant deferral / active EE | $5,155 | $6,800-24.2% | $6,426-19.8% | $5,609-8.1% |
| Admin fee / account holder | $103 | $10,917-99.1% | $9,285-98.9% | $10,828-99.1% |