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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,146 | $197,819-65.6% | $155,789-56.3% | $125,389-45.7% |
| Participation rate | 93.8% | 82.1%+11.7pp | 76.1%+17.7pp | 83.2%+10.6pp |
| Annual return | -1.49% | 86.73%-88.2pp | 71.54%-73.0pp | 282.24%-283.7pp |
| Employer contribution / active EE | $2,255 | $4,850-53.5% | $3,839-41.2% | $4,866-53.7% |
| Participant deferral / active EE | $3,634 | $5,631-35.5% | $4,798-24.3% | $5,352-32.1% |
| Admin fee / account holder | $14 | $9,544-99.9% | $7,477-99.8% | $9,541-99.9% |