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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,417 | $138,076-41.8% | $123,553-34.9% | $135,380-40.6% |
| Participation rate | 94.7% | 84.7%+10.0pp | 82.3%+12.4pp | 82.6%+12.1pp |
| Annual return | -7.01% | 153.70%-160.7pp | 119.21%-126.2pp | 519.81%-526.8pp |
| Employer contribution / active EE | $2,656 | $5,152-48.5% | $4,628-42.6% | $4,779-44.4% |
| Participant deferral / active EE | $7,977 | $6,800+17.3% | $6,426+24.1% | $5,609+42.2% |
| Admin fee / account holder | $113 | $10,917-99.0% | $9,284-98.8% | $10,828-99.0% |