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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $123,563 | $138,075-10.5% | $123,5520% | $135,379-8.7% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | -8.71% | 153.70%-162.4pp | 119.20%-127.9pp | 519.79%-528.5pp |
| Employer contribution / active EE | $3,361 | $5,152-34.8% | $4,628-27.4% | $4,779-29.7% |
| Participant deferral / active EE | $8,680 | $6,800+27.7% | $6,426+35.1% | $5,609+54.8% |
| Admin fee / account holder | $30 | $10,917-99.7% | $9,285-99.7% | $10,828-99.7% |