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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,332 | $138,114-44.7% | $125,391-39.1% | $134,545-43.3% |
| Participation rate | 73.7% | 84.5%-10.8pp | 82.4%-8.7pp | 81.2%-7.5pp |
| Annual return | -10.94% | 750.88%-761.8pp | 572.41%-583.4pp | 418.37%-429.3pp |
| Employer contribution / active EE | $1,959 | $5,246-62.7% | $4,816-59.3% | $4,742-58.7% |
| Participant deferral / active EE | $6,051 | $7,801-22.4% | $7,448-18.8% | $6,401-5.5% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |