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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $131,718 | $180,459-27.0% | $154,108-14.5% | $135,380-2.7% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -7.37% | 888.21%-895.6pp | 735.21%-742.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $6,645 | $6,035+10.1% | $5,298+25.4% | $4,779+39.0% |
| Participant deferral / active EE | $6,663 | $5,806+14.8% | $5,081+31.1% | $5,609+18.8% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |