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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $167,070 | $138,076+21.0% | $123,553+35.2% | $135,380+23.4% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -8.66% | 153.70%-162.4pp | 119.21%-127.9pp | 519.81%-528.5pp |
| Employer contribution / active EE | $4,170 | $5,152-19.0% | $4,628-9.9% | $4,779-12.7% |
| Participant deferral / active EE | $7,459 | $6,800+9.7% | $6,426+16.1% | $5,609+33.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |