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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $147,653 | $180,466-18.2% | $154,114-4.2% | $135,382+9.1% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -2.60% | 888.15%-890.8pp | 735.16%-737.8pp | 519.77%-522.4pp |
| Employer contribution / active EE | $1,906 | $6,035-68.4% | $5,298-64.0% | $4,779-60.1% |
| Participant deferral / active EE | $5,962 | $5,806+2.7% | $5,081+17.3% | $5,609+6.3% |
| Admin fee / account holder | $3 | $16,144-100.0% | $13,411-100.0% | $10,829-100.0% |