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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,835 | $190,843-58.2% | $159,981-50.1% | $134,493-40.6% |
| Participation rate | 80.0% | 81.9%-1.9pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -16.46% | 552.37%-568.8pp | 408.70%-425.2pp | 418.01%-434.5pp |
| Employer contribution / active EE | $3,966 | $4,993-20.6% | $4,224-6.1% | $4,740-16.3% |
| Participant deferral / active EE | $16,201 | $6,923+134.0% | $6,182+162.1% | $6,400+153.1% |
| Admin fee / account holder | $180 | $10,475-98.3% | $8,700-97.9% | $11,425-98.4% |