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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $45,834 | $138,102-66.8% | $125,381-63.4% | $134,532-65.9% |
| Participation rate | 77.3% | 84.5%-7.2pp | 82.4%-5.1pp | 81.2%-4.0pp |
| Annual return | -17.43% | 750.73%-768.2pp | 572.31%-589.7pp | 418.27%-435.7pp |
| Employer contribution / active EE | $2,125 | $5,245-59.5% | $4,815-55.9% | $4,741-55.2% |
| Participant deferral / active EE | $4,131 | $7,801-47.0% | $7,448-44.5% | $6,401-35.5% |
| Admin fee / account holder | $11 | $11,568-99.9% | $10,007-99.9% | $11,429-99.9% |