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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,414 | $138,114-42.5% | $125,391-36.7% | $134,545-41.0% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -7.58% | 750.88%-758.5pp | 572.41%-580.0pp | 418.37%-426.0pp |
| Employer contribution / active EE | $2,196 | $5,246-58.1% | $4,816-54.4% | $4,742-53.7% |
| Participant deferral / active EE | $5,957 | $7,801-23.6% | $7,448-20.0% | $6,401-6.9% |
| Admin fee / account holder | $165 | $11,570-98.6% | $10,009-98.3% | $11,431-98.6% |