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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,671 | $168,635-65.8% | $147,617-60.9% | $125,389-54.0% |
| Participation rate | 84.6% | 88.8%-4.2pp | 84.6%0pp | 83.2%+1.4pp |
| Annual return | -3.15% | 77.65%-80.8pp | 61.98%-65.1pp | 282.24%-285.4pp |
| Employer contribution / active EE | $7,564 | $6,252+21.0% | $5,564+35.9% | $4,866+55.4% |
| Participant deferral / active EE | $8,582 | $5,507+55.8% | $4,895+75.3% | $5,352+60.4% |
| Admin fee / account holder | $0 | $13,580-100.0% | $11,612-100.0% | $9,541-100.0% |