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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,443 | $180,466-68.7% | $154,114-63.4% | $135,382-58.3% |
| Participation rate | 85.7% | 87.4%-1.7pp | 83.0%+2.7pp | 82.6%+3.1pp |
| Annual return | -5.13% | 888.15%-893.3pp | 735.16%-740.3pp | 519.77%-524.9pp |
| Employer contribution / active EE | $6,010 | $6,035-0.4% | $5,298+13.4% | $4,779+25.8% |
| Participant deferral / active EE | $3,429 | $5,806-41.0% | $5,081-32.5% | $5,609-38.9% |
| Admin fee / account holder | $290 | $16,144-98.2% | $13,411-97.8% | $10,829-97.3% |