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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,476 | $190,879-35.8% | $160,009-23.5% | $134,532-9.0% |
| Participation rate | 83.3% | 82.0%+1.4pp | 78.0%+5.4pp | 81.2%+2.1pp |
| Annual return | -7.82% | 552.63%-560.5pp | 408.85%-416.7pp | 418.27%-426.1pp |
| Employer contribution / active EE | $781 | $4,995-84.4% | $4,225-81.5% | $4,741-83.5% |
| Participant deferral / active EE | $5,800 | $6,924-16.2% | $6,183-6.2% | $6,401-9.4% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |