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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $168,679 | $138,076+22.2% | $123,553+36.5% | $135,380+24.6% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -4.42% | 153.70%-158.1pp | 119.21%-123.6pp | 519.81%-524.2pp |
| Employer contribution / active EE | $5,305 | $5,152+3.0% | $4,628+14.6% | $4,779+11.0% |
| Participant deferral / active EE | $4,087 | $6,800-39.9% | $6,426-36.4% | $5,609-27.1% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |