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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,165 | $138,076-44.8% | $123,553-38.4% | $135,380-43.7% |
| Participation rate | 93.3% | 84.7%+8.6pp | 82.3%+11.0pp | 82.6%+10.7pp |
| Annual return | -7.94% | 153.70%-161.6pp | 119.21%-127.1pp | 519.81%-527.7pp |
| Employer contribution / active EE | $5,069 | $5,152-1.6% | $4,628+9.5% | $4,779+6.1% |
| Participant deferral / active EE | $5,109 | $6,800-24.9% | $6,426-20.5% | $5,609-8.9% |
| Admin fee / account holder | $70 | $10,917-99.4% | $9,284-99.2% | $10,828-99.4% |