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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $164,476 | $160,059+2.8% | $140,019+17.5% | $135,380+21.5% |
| Participation rate | 87.5% | 88.5%-1.0pp | 87.5%0pp | 82.6%+4.9pp |
| Annual return | -7.54% | 911.48%-919.0pp | 651.17%-658.7pp | 519.81%-527.3pp |
| Employer contribution / active EE | $1,746 | $6,420-72.8% | $5,605-68.8% | $4,779-63.5% |
| Participant deferral / active EE | $4,891 | $7,641-36.0% | $6,927-29.4% | $5,609-12.8% |
| Admin fee / account holder | $276 | $13,328-97.9% | $10,705-97.4% | $10,828-97.5% |