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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,887 | $138,102-73.3% | $125,381-70.6% | $134,532-72.6% |
| Participation rate | 77.8% | 84.5%-6.7pp | 82.4%-4.6pp | 81.2%-3.5pp |
| Annual return | -20.46% | 750.73%-771.2pp | 572.31%-592.8pp | 418.27%-438.7pp |
| Employer contribution / active EE | $2,542 | $5,245-51.5% | $4,815-47.2% | $4,741-46.4% |
| Participant deferral / active EE | $7,907 | $7,801+1.4% | $7,448+6.2% | $6,401+23.5% |
| Admin fee / account holder | $22 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |