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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,721 | $190,879-64.0% | $160,009-57.1% | $134,532-48.9% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -1.93% | 552.63%-554.6pp | 408.85%-410.8pp | 418.27%-420.2pp |
| Employer contribution / active EE | $3,547 | $4,995-29.0% | $4,225-16.1% | $4,741-25.2% |
| Participant deferral / active EE | $5,005 | $6,924-27.7% | $6,183-19.1% | $6,401-21.8% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |