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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,559 | $138,102-66.3% | $125,381-62.9% | $134,532-65.4% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -19.67% | 750.73%-770.4pp | 572.31%-592.0pp | 418.27%-437.9pp |
| Employer contribution / active EE | $3,954 | $5,245-24.6% | $4,815-17.9% | $4,741-16.6% |
| Participant deferral / active EE | $8,753 | $7,801+12.2% | $7,448+17.5% | $6,401+36.7% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |