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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,820 | $138,076-50.2% | $123,553-44.3% | $135,380-49.2% |
| Participation rate | 90.0% | 84.7%+5.3pp | 82.3%+7.7pp | 82.6%+7.4pp |
| Annual return | -6.13% | 153.70%-159.8pp | 119.21%-125.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $5,252 | $5,152+1.9% | $4,628+13.5% | $4,779+9.9% |
| Participant deferral / active EE | $14,997 | $6,800+120.6% | $6,426+133.4% | $5,609+167.4% |
| Admin fee / account holder | $71 | $10,917-99.4% | $9,284-99.2% | $10,828-99.3% |