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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,159 | $138,078-57.9% | $125,363-53.6% | $134,509-56.8% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -19.08% | 750.49%-769.6pp | 572.15%-591.2pp | 418.13%-437.2pp |
| Employer contribution / active EE | $4,275 | $5,245-18.5% | $4,815-11.2% | $4,741-9.8% |
| Participant deferral / active EE | $8,902 | $7,800+14.1% | $7,447+19.5% | $6,400+39.1% |
| Admin fee / account holder | $114 | $11,566-99.0% | $10,005-98.9% | $11,427-99.0% |