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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $140,832 | $138,076+2.0% | $123,553+14.0% | $135,380+4.0% |
| Participation rate | 90.9% | 84.7%+6.2pp | 82.3%+8.6pp | 82.6%+8.3pp |
| Annual return | -6.86% | 153.70%-160.6pp | 119.21%-126.1pp | 519.81%-526.7pp |
| Employer contribution / active EE | $2,960 | $5,152-42.5% | $4,628-36.0% | $4,779-38.1% |
| Participant deferral / active EE | $8,266 | $6,800+21.6% | $6,426+28.6% | $5,609+47.4% |
| Admin fee / account holder | $184 | $10,917-98.3% | $9,284-98.0% | $10,828-98.3% |