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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $99,044 | $160,059-38.1% | $140,019-29.3% | $135,380-26.8% |
| Participation rate | 79.2% | 88.5%-9.4pp | 87.5%-8.3pp | 82.6%-3.5pp |
| Annual return | -7.01% | 911.48%-918.5pp | 651.17%-658.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $2,002 | $6,420-68.8% | $5,605-64.3% | $4,779-58.1% |
| Participant deferral / active EE | $8,448 | $7,641+10.6% | $6,927+22.0% | $5,609+50.6% |
| Admin fee / account holder | $226 | $13,328-98.3% | $10,705-97.9% | $10,828-97.9% |