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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,409 | $135,639+16.8% | $110,241+43.7% | $135,382+17.0% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | -7.54% | 513.21%-520.8pp | 314.75%-322.3pp | 519.77%-527.3pp |
| Employer contribution / active EE | $2,541 | $4,907-48.2% | $3,827-33.6% | $4,779-46.8% |
| Participant deferral / active EE | $8,779 | $5,507+59.4% | $4,672+87.9% | $5,609+56.5% |
| Admin fee / account holder | $55 | $11,457-99.5% | $8,548-99.4% | $10,829-99.5% |