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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,810 | $138,075-62.5% | $123,552-58.1% | $135,379-61.7% |
| Participation rate | 86.7% | 84.7%+1.9pp | 82.3%+4.4pp | 82.6%+4.0pp |
| Annual return | -8.84% | 153.70%-162.5pp | 119.20%-128.0pp | 519.79%-528.6pp |
| Employer contribution / active EE | $5,518 | $5,152+7.1% | $4,628+19.2% | $4,779+15.5% |
| Participant deferral / active EE | $6,326 | $6,800-7.0% | $6,426-1.5% | $5,609+12.8% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |