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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $141,538 | $135,645+4.3% | $110,243+28.4% | $135,379+4.5% |
| Participation rate | 95.8% | 83.5%+12.4pp | 79.8%+16.0pp | 82.6%+13.2pp |
| Annual return | -6.82% | 513.24%-520.1pp | 314.76%-321.6pp | 519.79%-526.6pp |
| Employer contribution / active EE | $4,456 | $4,907-9.2% | $3,827+16.5% | $4,779-6.7% |
| Participant deferral / active EE | $8,036 | $5,507+45.9% | $4,672+72.0% | $5,609+43.3% |
| Admin fee / account holder | $72 | $11,458-99.4% | $8,548-99.2% | $10,828-99.3% |