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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $75,619 | $138,102-45.2% | $125,381-39.7% | $134,532-43.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -17.55% | 750.73%-768.3pp | 572.31%-589.9pp | 418.27%-435.8pp |
| Employer contribution / active EE | $3,761 | $5,245-28.3% | $4,815-21.9% | $4,741-20.7% |
| Participant deferral / active EE | $8,553 | $7,801+9.7% | $7,448+14.8% | $6,401+33.6% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |