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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,424 | $180,459-63.2% | $154,108-56.9% | $135,380-50.9% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -5.97% | 888.21%-894.2pp | 735.21%-741.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $10,686 | $6,035+77.1% | $5,298+101.7% | $4,779+123.6% |
| Participant deferral / active EE | $5,366 | $5,806-7.6% | $5,081+5.6% | $5,609-4.3% |
| Admin fee / account holder | $15 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |