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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,580 | $138,114-42.4% | $125,391-36.5% | $134,545-40.9% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -14.75% | 750.88%-765.6pp | 572.41%-587.2pp | 418.37%-433.1pp |
| Employer contribution / active EE | $7,980 | $5,246+52.1% | $4,816+65.7% | $4,742+68.3% |
| Participant deferral / active EE | $5,209 | $7,801-33.2% | $7,448-30.1% | $6,401-18.6% |
| Admin fee / account holder | $19 | $11,570-99.8% | $10,009-99.8% | $11,431-99.8% |