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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,245 | $180,466-63.3% | $154,114-57.0% | $135,382-51.1% |
| Participation rate | 93.8% | 87.4%+6.3pp | 83.0%+10.7pp | 82.6%+11.1pp |
| Annual return | -8.20% | 888.15%-896.4pp | 735.16%-743.4pp | 519.77%-528.0pp |
| Employer contribution / active EE | $1,871 | $6,035-69.0% | $5,298-64.7% | $4,779-60.8% |
| Participant deferral / active EE | $3,737 | $5,806-35.6% | $5,081-26.4% | $5,609-33.4% |
| Admin fee / account holder | $156 | $16,144-99.0% | $13,411-98.8% | $10,829-98.6% |