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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $135,708 | $180,459-24.8% | $154,108-11.9% | $135,380+0.2% |
| Participation rate | 75.0% | 87.4%-12.4pp | 83.0%-8.0pp | 82.6%-7.6pp |
| Annual return | -8.26% | 888.21%-896.5pp | 735.21%-743.5pp | 519.81%-528.1pp |
| Employer contribution / active EE | $2,737 | $6,035-54.6% | $5,298-48.3% | $4,779-42.7% |
| Participant deferral / active EE | $9,544 | $5,806+64.4% | $5,081+87.8% | $5,609+70.2% |
| Admin fee / account holder | $25 | $16,145-99.8% | $13,411-99.8% | $10,828-99.8% |