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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $160,705 | $138,075+16.4% | $123,552+30.1% | $135,379+18.7% |
| Participation rate | 80.0% | 84.7%-4.7pp | 82.3%-2.3pp | 82.6%-2.6pp |
| Annual return | -6.98% | 153.70%-160.7pp | 119.20%-126.2pp | 519.79%-526.8pp |
| Employer contribution / active EE | $3,101 | $5,152-39.8% | $4,628-33.0% | $4,779-35.1% |
| Participant deferral / active EE | $5,225 | $6,800-23.2% | $6,426-18.7% | $5,609-6.8% |
| Admin fee / account holder | $185 | $10,917-98.3% | $9,285-98.0% | $10,828-98.3% |