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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,717 | $138,068-68.3% | $125,358-65.1% | $134,493-67.5% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -18.89% | 750.30%-769.2pp | 572.03%-590.9pp | 418.01%-436.9pp |
| Employer contribution / active EE | $1,945 | $5,244-62.9% | $4,814-59.6% | $4,740-59.0% |
| Participant deferral / active EE | $2,773 | $7,799-64.4% | $7,447-62.8% | $6,400-56.7% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,425-100.0% |