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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,467 | $138,076-34.5% | $123,553-26.8% | $135,380-33.2% |
| Participation rate | 85.7% | 84.7%+1.0pp | 82.3%+3.4pp | 82.6%+3.1pp |
| Annual return | -6.20% | 153.70%-159.9pp | 119.21%-125.4pp | 519.81%-526.0pp |
| Employer contribution / active EE | $3,161 | $5,152-38.6% | $4,628-31.7% | $4,779-33.9% |
| Participant deferral / active EE | $3,044 | $6,800-55.2% | $6,426-52.6% | $5,609-45.7% |
| Admin fee / account holder | $256 | $10,917-97.7% | $9,284-97.2% | $10,828-97.6% |