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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,670 | $138,078-87.9% | $125,363-86.7% | $134,509-87.6% |
| Participation rate | 89.5% | 84.5%+5.0pp | 82.4%+7.1pp | 81.2%+8.2pp |
| Annual return | -20.42% | 750.49%-770.9pp | 572.15%-592.6pp | 418.13%-438.6pp |
| Employer contribution / active EE | $1,673 | $5,245-68.1% | $4,815-65.3% | $4,741-64.7% |
| Participant deferral / active EE | $6,694 | $7,800-14.2% | $7,447-10.1% | $6,400+4.6% |
| Admin fee / account holder | $14 | $11,566-99.9% | $10,005-99.9% | $11,427-99.9% |