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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,798 | $180,459-75.2% | $154,108-70.9% | $135,380-66.9% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -8.19% | 888.21%-896.4pp | 735.21%-743.4pp | 519.81%-528.0pp |
| Employer contribution / active EE | $4,792 | $6,035-20.6% | $5,298-9.5% | $4,779+0.3% |
| Participant deferral / active EE | $4,284 | $5,806-26.2% | $5,081-15.7% | $5,609-23.6% |
| Admin fee / account holder | $289 | $16,145-98.2% | $13,411-97.8% | $10,828-97.3% |