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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,580 | $138,114-75.0% | $125,391-72.4% | $134,545-74.3% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -20.18% | 750.88%-771.1pp | 572.41%-592.6pp | 418.37%-438.5pp |
| Employer contribution / active EE | $1,423 | $5,246-72.9% | $4,816-70.5% | $4,742-70.0% |
| Participant deferral / active EE | $9,681 | $7,801+24.1% | $7,448+30.0% | $6,401+51.2% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |