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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,375 | $180,466-6.7% | $154,114+9.3% | $135,382+24.4% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -8.31% | 888.15%-896.5pp | 735.16%-743.5pp | 519.77%-528.1pp |
| Employer contribution / active EE | $1,849 | $6,035-69.4% | $5,298-65.1% | $4,779-61.3% |
| Participant deferral / active EE | $8,944 | $5,806+54.0% | $5,081+76.0% | $5,609+59.5% |
| Admin fee / account holder | $0 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |