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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $97,764 | $88,585+10.4% | $69,884+39.9% | $134,532-27.3% |
| Participation rate | 75.0% | 74.9%+0.1pp | 70.5%+4.5pp | 81.2%-6.2pp |
| Annual return | -16.96% | 442.80%-459.8pp | 190.81%-207.8pp | 418.27%-435.2pp |
| Employer contribution / active EE | $2,296 | $3,235-29.0% | $2,560-10.3% | $4,741-51.6% |
| Participant deferral / active EE | $3,867 | $4,770-18.9% | $3,848+0.5% | $6,401-39.6% |
| Admin fee / account holder | $6 | $10,441-99.9% | $6,266-99.9% | $11,429-99.9% |