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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,408 | $160,059-55.4% | $140,019-49.0% | $135,380-47.3% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.5%+2.5pp | 82.6%+7.4pp |
| Annual return | -3.35% | 911.48%-914.8pp | 651.17%-654.5pp | 519.81%-523.2pp |
| Employer contribution / active EE | $6,503 | $6,420+1.3% | $5,605+16.0% | $4,779+36.1% |
| Participant deferral / active EE | $0 | $7,641-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $260 | $13,328-98.0% | $10,705-97.6% | $10,828-97.6% |