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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,197 | $138,114-52.1% | $125,391-47.2% | $134,545-50.8% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+10.9pp | 81.2%+12.1pp |
| Annual return | -15.04% | 750.88%-765.9pp | 572.41%-587.5pp | 418.37%-433.4pp |
| Employer contribution / active EE | $5,021 | $5,246-4.3% | $4,816+4.3% | $4,742+5.9% |
| Participant deferral / active EE | $7,287 | $7,801-6.6% | $7,448-2.2% | $6,401+13.8% |
| Admin fee / account holder | $269 | $11,570-97.7% | $10,009-97.3% | $11,431-97.7% |