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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,048 | $180,459-66.2% | $154,108-60.4% | $135,380-54.9% |
| Participation rate | 84.6% | 87.4%-2.8pp | 83.0%+1.6pp | 82.6%+2.0pp |
| Annual return | -8.56% | 888.21%-896.8pp | 735.21%-743.8pp | 519.81%-528.4pp |
| Employer contribution / active EE | $2,074 | $6,035-65.6% | $5,298-60.8% | $4,779-56.6% |
| Participant deferral / active EE | $5,531 | $5,806-4.7% | $5,081+8.9% | $5,609-1.4% |
| Admin fee / account holder | $239 | $16,145-98.5% | $13,411-98.2% | $10,828-97.8% |