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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,844 | $138,102-41.5% | $125,381-35.5% | $134,532-39.9% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -17.73% | 750.73%-768.5pp | 572.31%-590.0pp | 418.27%-436.0pp |
| Employer contribution / active EE | $4,076 | $5,245-22.3% | $4,815-15.4% | $4,741-14.0% |
| Participant deferral / active EE | $9,400 | $7,801+20.5% | $7,448+26.2% | $6,401+46.8% |
| Admin fee / account holder | $193 | $11,568-98.3% | $10,007-98.1% | $11,429-98.3% |