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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,821 | $180,462-44.7% | $154,111-35.2% | $135,379-26.3% |
| Participation rate | 87.5% | 87.4%+0.1pp | 83.0%+4.5pp | 82.6%+4.9pp |
| Annual return | -6.13% | 888.17%-894.3pp | 735.18%-741.3pp | 519.79%-525.9pp |
| Employer contribution / active EE | $1,947 | $6,036-67.7% | $5,298-63.3% | $4,779-59.3% |
| Participant deferral / active EE | $8,632 | $5,806+48.7% | $5,081+69.9% | $5,609+53.9% |
| Admin fee / account holder | $5 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |