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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,144 | $90,617+97.7% | $79,476+125.4% | $135,382+32.3% |
| Participation rate | 71.4% | 76.1%-4.6pp | 73.3%-1.9pp | 82.6%-11.2pp |
| Annual return | -3.75% | 977.57%-981.3pp | 718.21%-722.0pp | 519.77%-523.5pp |
| Employer contribution / active EE | $2,714 | $3,068-11.5% | $2,800-3.1% | $4,779-43.2% |
| Participant deferral / active EE | $5,902 | $4,050+45.7% | $3,704+59.4% | $5,609+5.2% |
| Admin fee / account holder | $0 | $5,907-100.0% | $5,113-100.0% | $10,829-100.0% |