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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,649 | $180,459-52.0% | $154,108-43.8% | $135,380-36.0% |
| Participation rate | 91.7% | 87.4%+4.2pp | 83.0%+8.6pp | 82.6%+9.0pp |
| Annual return | -7.07% | 888.21%-895.3pp | 735.21%-742.3pp | 519.81%-526.9pp |
| Employer contribution / active EE | $3,209 | $6,035-46.8% | $5,298-39.4% | $4,779-32.8% |
| Participant deferral / active EE | $4,588 | $5,806-21.0% | $5,081-9.7% | $5,609-18.2% |
| Admin fee / account holder | $189 | $16,145-98.8% | $13,411-98.6% | $10,828-98.3% |