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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,472 | $168,635-54.7% | $147,617-48.2% | $125,389-39.0% |
| Participation rate | 100.0% | 88.8%+11.2pp | 84.6%+15.4pp | 83.2%+16.8pp |
| Annual return | -3.19% | 77.65%-80.8pp | 61.98%-65.2pp | 282.24%-285.4pp |
| Employer contribution / active EE | $5,837 | $6,252-6.6% | $5,564+4.9% | $4,866+20.0% |
| Participant deferral / active EE | $5,591 | $5,507+1.5% | $4,895+14.2% | $5,352+4.5% |
| Admin fee / account holder | $71 | $13,580-99.5% | $11,612-99.4% | $9,541-99.3% |