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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,942 | $138,076-3.0% | $123,553+8.4% | $135,380-1.1% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -5.55% | 153.70%-159.2pp | 119.21%-124.8pp | 519.81%-525.4pp |
| Employer contribution / active EE | $1,089 | $5,152-78.9% | $4,628-76.5% | $4,779-77.2% |
| Participant deferral / active EE | $6,599 | $6,800-3.0% | $6,426+2.7% | $5,609+17.6% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |