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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $85,282 | $138,114-38.3% | $125,391-32.0% | $134,545-36.6% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -19.79% | 750.88%-770.7pp | 572.41%-592.2pp | 418.37%-438.2pp |
| Employer contribution / active EE | $13,953 | $5,246+166.0% | $4,816+189.7% | $4,742+194.3% |
| Participant deferral / active EE | $6,958 | $7,801-10.8% | $7,448-6.6% | $6,401+8.7% |
| Admin fee / account holder | $161 | $11,570-98.6% | $10,009-98.4% | $11,431-98.6% |