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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,678 | $138,114-53.2% | $125,391-48.4% | $134,545-51.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -15.24% | 750.88%-766.1pp | 572.41%-587.7pp | 418.37%-433.6pp |
| Employer contribution / active EE | $7,198 | $5,246+37.2% | $4,816+49.5% | $4,742+51.8% |
| Participant deferral / active EE | $3,077 | $7,801-60.6% | $7,448-58.7% | $6,401-51.9% |
| Admin fee / account holder | $91 | $11,570-99.2% | $10,009-99.1% | $11,431-99.2% |