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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $80,262 | $97,759-17.9% | $83,849-4.3% | $135,377-40.7% |
| Participation rate | 92.3% | 79.9%+12.4pp | 76.1%+16.2pp | 82.6%+9.7pp |
| Annual return | -7.69% | 1287.41%-1295.1pp | 850.91%-858.6pp | 519.75%-527.4pp |
| Employer contribution / active EE | $13,275 | $4,222+214.5% | $3,631+265.6% | $4,779+177.8% |
| Participant deferral / active EE | $2,368 | $4,682-49.4% | $4,082-42.0% | $5,609-57.8% |
| Admin fee / account holder | $70 | $6,674-99.0% | $5,478-98.7% | $10,828-99.4% |