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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,658 | $138,102-83.6% | $125,381-81.9% | $134,532-83.2% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+11.0pp | 81.2%+12.1pp |
| Annual return | -19.07% | 750.73%-769.8pp | 572.31%-591.4pp | 418.27%-437.3pp |
| Employer contribution / active EE | $2,786 | $5,245-46.9% | $4,815-42.1% | $4,741-41.2% |
| Participant deferral / active EE | $6,120 | $7,801-21.5% | $7,448-17.8% | $6,401-4.4% |
| Admin fee / account holder | $124 | $11,568-98.9% | $10,007-98.8% | $11,429-98.9% |