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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,357 | $180,462-52.1% | $154,111-44.0% | $135,379-36.2% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -8.33% | 888.17%-896.5pp | 735.18%-743.5pp | 519.79%-528.1pp |
| Employer contribution / active EE | $5,178 | $6,036-14.2% | $5,298-2.3% | $4,779+8.3% |
| Participant deferral / active EE | $3,796 | $5,806-34.6% | $5,081-25.3% | $5,609-32.3% |
| Admin fee / account holder | $140 | $16,145-99.1% | $13,411-99.0% | $10,828-98.7% |