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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $116,020 | $190,879-39.2% | $160,009-27.5% | $134,532-13.8% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -17.26% | 552.63%-569.9pp | 408.85%-426.1pp | 418.27%-435.5pp |
| Employer contribution / active EE | $3,640 | $4,995-27.1% | $4,225-13.9% | $4,741-23.2% |
| Participant deferral / active EE | $11,641 | $6,924+68.1% | $6,183+88.3% | $6,401+81.9% |
| Admin fee / account holder | $0 | $10,495-100.0% | $8,715-100.0% | $11,429-100.0% |