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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $115,810 | $138,114-16.1% | $125,391-7.6% | $134,545-13.9% |
| Participation rate | 85.0% | 84.5%+0.5pp | 82.4%+2.6pp | 81.2%+3.8pp |
| Annual return | -15.75% | 750.88%-766.6pp | 572.41%-588.2pp | 418.37%-434.1pp |
| Employer contribution / active EE | $2,816 | $5,246-46.3% | $4,816-41.5% | $4,742-40.6% |
| Participant deferral / active EE | $5,447 | $7,801-30.2% | $7,448-26.9% | $6,401-14.9% |
| Admin fee / account holder | $242 | $11,570-97.9% | $10,009-97.6% | $11,431-97.9% |