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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,248 | $138,102-28.1% | $125,381-20.8% | $134,532-26.2% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -15.49% | 750.73%-766.2pp | 572.31%-587.8pp | 418.27%-433.8pp |
| Employer contribution / active EE | $5,279 | $5,245+0.6% | $4,815+9.6% | $4,741+11.3% |
| Participant deferral / active EE | $9,464 | $7,801+21.3% | $7,448+27.1% | $6,401+47.9% |
| Admin fee / account holder | $141 | $11,568-98.8% | $10,007-98.6% | $11,429-98.8% |