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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,717 | $138,114-68.3% | $125,391-65.1% | $134,545-67.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -18.89% | 750.88%-769.8pp | 572.41%-591.3pp | 418.37%-437.3pp |
| Employer contribution / active EE | $1,945 | $5,246-62.9% | $4,816-59.6% | $4,742-59.0% |
| Participant deferral / active EE | $2,773 | $7,801-64.4% | $7,448-62.8% | $6,401-56.7% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |