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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,564 | $138,114-56.1% | $125,391-51.7% | $134,545-55.0% |
| Participation rate | 95.7% | 84.5%+11.2pp | 82.4%+13.3pp | 81.2%+14.4pp |
| Annual return | -16.04% | 750.88%-766.9pp | 572.41%-588.5pp | 418.37%-434.4pp |
| Employer contribution / active EE | $1,530 | $5,246-70.8% | $4,816-68.2% | $4,742-67.7% |
| Participant deferral / active EE | $3,065 | $7,801-60.7% | $7,448-58.8% | $6,401-52.1% |
| Admin fee / account holder | $124 | $11,570-98.9% | $10,009-98.8% | $11,431-98.9% |