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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $169,460 | $138,076+22.7% | $123,553+37.2% | $135,380+25.2% |
| Participation rate | 81.8% | 84.7%-2.9pp | 82.3%-0.5pp | 82.6%-0.8pp |
| Annual return | -7.43% | 153.70%-161.1pp | 119.21%-126.6pp | 519.81%-527.2pp |
| Employer contribution / active EE | $3,041 | $5,152-41.0% | $4,628-34.3% | $4,779-36.4% |
| Participant deferral / active EE | $9,073 | $6,800+33.4% | $6,426+41.2% | $5,609+61.8% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |