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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $63,669 | $135,645-53.1% | $110,243-42.2% | $135,379-53.0% |
| Participation rate | 84.6% | 83.5%+1.2pp | 79.8%+4.8pp | 82.6%+2.0pp |
| Annual return | -5.65% | 513.24%-518.9pp | 314.76%-320.4pp | 519.79%-525.4pp |
| Employer contribution / active EE | $8,952 | $4,907+82.4% | $3,827+133.9% | $4,779+87.3% |
| Participant deferral / active EE | $7,195 | $5,507+30.7% | $4,672+54.0% | $5,609+28.3% |
| Admin fee / account holder | -$962 | $11,458-108.4% | $8,548-111.3% | $10,828-108.9% |