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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $172,097 | $180,459-4.6% | $154,108+11.7% | $135,380+27.1% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -6.46% | 888.21%-894.7pp | 735.21%-741.7pp | 519.81%-526.3pp |
| Employer contribution / active EE | $7,245 | $6,035+20.1% | $5,298+36.8% | $4,779+51.6% |
| Participant deferral / active EE | $3,468 | $5,806-40.3% | $5,081-31.7% | $5,609-38.2% |
| Admin fee / account holder | $221 | $16,145-98.6% | $13,411-98.4% | $10,828-98.0% |