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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $150,581 | $180,459-16.6% | $154,108-2.3% | $135,380+11.2% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -6.28% | 888.21%-894.5pp | 735.21%-741.5pp | 519.81%-526.1pp |
| Employer contribution / active EE | $4,196 | $6,035-30.5% | $5,298-20.8% | $4,779-12.2% |
| Participant deferral / active EE | $8,302 | $5,806+43.0% | $5,081+63.4% | $5,609+48.0% |
| Admin fee / account holder | -$97 | $16,145-100.6% | $13,411-100.7% | $10,828-100.9% |