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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $139,318 | $135,645+2.7% | $110,243+26.4% | $135,380+2.9% |
| Participation rate | 75.0% | 83.5%-8.5pp | 79.8%-4.8pp | 82.6%-7.6pp |
| Annual return | -6.03% | 513.24%-519.3pp | 314.76%-320.8pp | 519.81%-525.8pp |
| Employer contribution / active EE | $1,672 | $4,907-65.9% | $3,827-56.3% | $4,779-65.0% |
| Participant deferral / active EE | $3,685 | $5,507-33.1% | $4,672-21.1% | $5,609-34.3% |
| Admin fee / account holder | $300 | $11,458-97.4% | $8,548-96.5% | $10,828-97.2% |