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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,520 | $138,102-78.6% | $125,381-76.5% | $134,532-78.1% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -17.23% | 750.73%-768.0pp | 572.31%-589.5pp | 418.27%-435.5pp |
| Employer contribution / active EE | $3,243 | $5,245-38.2% | $4,815-32.7% | $4,741-31.6% |
| Participant deferral / active EE | $5,006 | $7,801-35.8% | $7,448-32.8% | $6,401-21.8% |
| Admin fee / account holder | $21 | $11,568-99.8% | $10,007-99.8% | $11,429-99.8% |