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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $96,354 | $180,462-46.6% | $154,111-37.5% | $135,379-28.8% |
| Participation rate | 88.9% | 87.4%+1.5pp | 83.0%+5.9pp | 82.6%+6.2pp |
| Annual return | -5.24% | 888.17%-893.4pp | 735.18%-740.4pp | 519.79%-525.0pp |
| Employer contribution / active EE | $6,559 | $6,036+8.7% | $5,298+23.8% | $4,779+37.3% |
| Participant deferral / active EE | $4,798 | $5,806-17.4% | $5,081-5.6% | $5,609-14.5% |
| Admin fee / account holder | $114 | $16,145-99.3% | $13,411-99.1% | $10,828-98.9% |