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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,854 | $138,102-55.9% | $125,381-51.5% | $134,532-54.8% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -12.89% | 750.73%-763.6pp | 572.31%-585.2pp | 418.27%-431.2pp |
| Employer contribution / active EE | $9,647 | $5,245+83.9% | $4,815+100.3% | $4,741+103.5% |
| Participant deferral / active EE | $11,060 | $7,801+41.8% | $7,448+48.5% | $6,401+72.8% |
| Admin fee / account holder | $232 | $11,568-98.0% | $10,007-97.7% | $11,429-98.0% |