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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $86,279 | $138,114-37.5% | $125,391-31.2% | $134,545-35.9% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -18.15% | 750.88%-769.0pp | 572.41%-590.6pp | 418.37%-436.5pp |
| Employer contribution / active EE | $5,460 | $5,246+4.1% | $4,816+13.4% | $4,742+15.2% |
| Participant deferral / active EE | $7,637 | $7,801-2.1% | $7,448+2.5% | $6,401+19.3% |
| Admin fee / account holder | $242 | $11,570-97.9% | $10,009-97.6% | $11,431-97.9% |