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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $129,922 | $138,075-5.9% | $123,552+5.2% | $135,379-4.0% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -4.47% | 153.70%-158.2pp | 119.20%-123.7pp | 519.79%-524.3pp |
| Employer contribution / active EE | $3,738 | $5,152-27.4% | $4,628-19.2% | $4,779-21.8% |
| Participant deferral / active EE | $8,662 | $6,800+27.4% | $6,426+34.8% | $5,609+54.4% |
| Admin fee / account holder | $222 | $10,917-98.0% | $9,285-97.6% | $10,828-98.0% |