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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,678 | $138,078-53.2% | $125,363-48.4% | $134,509-51.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -15.24% | 750.49%-765.7pp | 572.15%-587.4pp | 418.13%-433.4pp |
| Employer contribution / active EE | $7,198 | $5,245+37.2% | $4,815+49.5% | $4,741+51.8% |
| Participant deferral / active EE | $3,077 | $7,800-60.5% | $7,447-58.7% | $6,400-51.9% |
| Admin fee / account holder | $91 | $11,566-99.2% | $10,005-99.1% | $11,427-99.2% |