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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,121 | $138,114-54.3% | $125,391-49.7% | $134,545-53.1% |
| Participation rate | 87.0% | 84.5%+2.5pp | 82.4%+4.6pp | 81.2%+5.7pp |
| Annual return | -19.86% | 750.88%-770.7pp | 572.41%-592.3pp | 418.37%-438.2pp |
| Employer contribution / active EE | $3,882 | $5,246-26.0% | $4,816-19.4% | $4,742-18.1% |
| Participant deferral / active EE | $8,065 | $7,801+3.4% | $7,448+8.3% | $6,401+26.0% |
| Admin fee / account holder | $107 | $11,570-99.1% | $10,009-98.9% | $11,431-99.1% |