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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,328 | $190,879-58.4% | $160,009-50.4% | $134,532-41.0% |
| Participation rate | 100.0% | 82.0%+18.0pp | 78.0%+22.0pp | 81.2%+18.8pp |
| Annual return | -7.41% | 552.63%-560.0pp | 408.85%-416.3pp | 418.27%-425.7pp |
| Employer contribution / active EE | $7,903 | $4,995+58.2% | $4,225+87.0% | $4,741+66.7% |
| Participant deferral / active EE | $5,227 | $6,924-24.5% | $6,183-15.5% | $6,401-18.3% |
| Admin fee / account holder | $166 | $10,495-98.4% | $8,715-98.1% | $11,429-98.5% |