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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,892 | $138,102-70.4% | $125,381-67.4% | $134,532-69.6% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -19.25% | 750.73%-770.0pp | 572.31%-591.6pp | 418.27%-437.5pp |
| Employer contribution / active EE | $1,920 | $5,245-63.4% | $4,815-60.1% | $4,741-59.5% |
| Participant deferral / active EE | $3,969 | $7,801-49.1% | $7,448-46.7% | $6,401-38.0% |
| Admin fee / account holder | $44 | $11,568-99.6% | $10,007-99.6% | $11,429-99.6% |