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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,416 | $138,102-58.4% | $125,381-54.2% | $134,532-57.3% |
| Participation rate | 95.0% | 84.5%+10.5pp | 82.4%+12.6pp | 81.2%+13.8pp |
| Annual return | -17.47% | 750.73%-768.2pp | 572.31%-589.8pp | 418.27%-435.7pp |
| Employer contribution / active EE | $2,476 | $5,245-52.8% | $4,815-48.6% | $4,741-47.8% |
| Participant deferral / active EE | $6,645 | $7,801-14.8% | $7,448-10.8% | $6,401+3.8% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |