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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $73,908 | $180,459-59.0% | $154,108-52.0% | $135,380-45.4% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -7.40% | 888.21%-895.6pp | 735.21%-742.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $2,064 | $6,035-65.8% | $5,298-61.0% | $4,779-56.8% |
| Participant deferral / active EE | $5,500 | $5,806-5.3% | $5,081+8.2% | $5,609-1.9% |
| Admin fee / account holder | $254 | $16,145-98.4% | $13,411-98.1% | $10,828-97.7% |