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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,987 | $138,102-68.9% | $125,381-65.7% | $134,532-68.0% |
| Participation rate | 88.2% | 84.5%+3.7pp | 82.4%+5.9pp | 81.2%+7.0pp |
| Annual return | -17.62% | 750.73%-768.3pp | 572.31%-589.9pp | 418.27%-435.9pp |
| Employer contribution / active EE | $5,463 | $5,245+4.2% | $4,815+13.5% | $4,741+15.2% |
| Participant deferral / active EE | $9,575 | $7,801+22.8% | $7,448+28.6% | $6,401+49.6% |
| Admin fee / account holder | $50 | $11,568-99.6% | $10,007-99.5% | $11,429-99.6% |