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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,181 | $168,635-22.2% | $147,617-11.1% | $125,389+4.6% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -1.58% | 77.65%-79.2pp | 61.98%-63.6pp | 282.24%-283.8pp |
| Employer contribution / active EE | $2,584 | $6,252-58.7% | $5,564-53.6% | $4,866-46.9% |
| Participant deferral / active EE | $8,002 | $5,507+45.3% | $4,895+63.5% | $5,352+49.5% |
| Admin fee / account holder | $56 | $13,580-99.6% | $11,612-99.5% | $9,541-99.4% |