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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $208,216 | $138,076+50.8% | $123,553+68.5% | $135,380+53.8% |
| Participation rate | 78.6% | 84.7%-6.2pp | 82.3%-3.7pp | 82.6%-4.1pp |
| Annual return | -6.10% | 153.70%-159.8pp | 119.21%-125.3pp | 519.81%-525.9pp |
| Employer contribution / active EE | $1,731 | $5,152-66.4% | $4,628-62.6% | $4,779-63.8% |
| Participant deferral / active EE | $7,342 | $6,800+8.0% | $6,426+14.3% | $5,609+30.9% |
| Admin fee / account holder | $57 | $10,917-99.5% | $9,284-99.4% | $10,828-99.5% |