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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,012 | $138,114-50.8% | $125,391-45.8% | $134,545-49.5% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -19.83% | 750.88%-770.7pp | 572.41%-592.2pp | 418.37%-438.2pp |
| Employer contribution / active EE | $6,483 | $5,246+23.6% | $4,816+34.6% | $4,742+36.7% |
| Participant deferral / active EE | $13,743 | $7,801+76.2% | $7,448+84.5% | $6,401+114.7% |
| Admin fee / account holder | $103 | $11,570-99.1% | $10,009-99.0% | $11,431-99.1% |