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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,716 | $138,114-79.9% | $125,391-77.9% | $134,545-79.4% |
| Participation rate | 73.3% | 84.5%-11.2pp | 82.4%-9.1pp | 81.2%-7.9pp |
| Annual return | -19.95% | 750.88%-770.8pp | 572.41%-592.4pp | 418.37%-438.3pp |
| Employer contribution / active EE | $1,506 | $5,246-71.3% | $4,816-68.7% | $4,742-68.2% |
| Participant deferral / active EE | $3,425 | $7,801-56.1% | $7,448-54.0% | $6,401-46.5% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |