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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $107,150 | $138,076-22.4% | $123,553-13.3% | $135,380-20.9% |
| Participation rate | 92.9% | 84.7%+8.1pp | 82.3%+10.6pp | 82.6%+10.2pp |
| Annual return | -2.47% | 153.70%-156.2pp | 119.21%-121.7pp | 519.81%-522.3pp |
| Employer contribution / active EE | $1,179 | $5,152-77.1% | $4,628-74.5% | $4,779-75.3% |
| Participant deferral / active EE | $4,133 | $6,800-39.2% | $6,426-35.7% | $5,609-26.3% |
| Admin fee / account holder | $22 | $10,917-99.8% | $9,284-99.8% | $10,828-99.8% |