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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $179,928 | $190,916-5.8% | $160,037+12.4% | $134,545+33.7% |
| Participation rate | 79.2% | 82.0%-2.8pp | 78.0%+1.2pp | 81.2%-2.1pp |
| Annual return | -16.77% | 552.79%-569.6pp | 408.95%-425.7pp | 418.37%-435.1pp |
| Employer contribution / active EE | $5,278 | $4,996+5.7% | $4,226+24.9% | $4,742+11.3% |
| Participant deferral / active EE | $9,290 | $6,925+34.2% | $6,184+50.2% | $6,401+45.1% |
| Admin fee / account holder | $1 | $10,497-100.0% | $8,716-100.0% | $11,431-100.0% |