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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,561 | $135,645-45.0% | $110,243-32.4% | $135,380-44.9% |
| Participation rate | 100.0% | 83.5%+16.5pp | 79.8%+20.2pp | 82.6%+17.4pp |
| Annual return | -7.09% | 513.24%-520.3pp | 314.76%-321.8pp | 519.81%-526.9pp |
| Employer contribution / active EE | $5,298 | $4,907+8.0% | $3,827+38.5% | $4,779+10.9% |
| Participant deferral / active EE | $5,070 | $5,507-7.9% | $4,672+8.5% | $5,609-9.6% |
| Admin fee / account holder | $0 | $11,458-100.0% | $8,548-100.0% | $10,828-100.0% |