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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,793 | $190,879-58.2% | $160,009-50.1% | $134,532-40.7% |
| Participation rate | 95.0% | 82.0%+13.0pp | 78.0%+17.0pp | 81.2%+13.8pp |
| Annual return | -8.44% | 552.63%-561.1pp | 408.85%-417.3pp | 418.27%-426.7pp |
| Employer contribution / active EE | $3,838 | $4,995-23.2% | $4,225-9.2% | $4,741-19.1% |
| Participant deferral / active EE | $3,272 | $6,924-52.7% | $6,183-47.1% | $6,401-48.9% |
| Admin fee / account holder | $279 | $10,495-97.3% | $8,715-96.8% | $11,429-97.6% |