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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,973 | $138,114-59.5% | $125,391-55.4% | $134,545-58.4% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -10.64% | 750.88%-761.5pp | 572.41%-583.1pp | 418.37%-429.0pp |
| Employer contribution / active EE | $4,910 | $5,246-6.4% | $4,816+2.0% | $4,742+3.6% |
| Participant deferral / active EE | $7,853 | $7,801+0.7% | $7,448+5.4% | $6,401+22.7% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |