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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $72,404 | $138,114-47.6% | $125,391-42.3% | $134,545-46.2% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -11.10% | 750.88%-762.0pp | 572.41%-583.5pp | 418.37%-429.5pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,816-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $0 | $7,801-100.0% | $7,448-100.0% | $6,401-100.0% |
| Admin fee / account holder | $158 | $11,570-98.6% | $10,009-98.4% | $11,431-98.6% |