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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $90,166 | $138,072-34.7% | $123,549-27.0% | $135,382-33.4% |
| Participation rate | 92.3% | 84.7%+7.6pp | 82.3%+10.0pp | 82.6%+9.7pp |
| Annual return | -3.70% | 153.69%-157.4pp | 119.20%-122.9pp | 519.77%-523.5pp |
| Employer contribution / active EE | $9,369 | $5,152+81.9% | $4,628+102.4% | $4,779+96.1% |
| Participant deferral / active EE | $7,090 | $6,799+4.3% | $6,426+10.3% | $5,609+26.4% |
| Admin fee / account holder | $292 | $10,917-97.3% | $9,284-96.9% | $10,829-97.3% |