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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,263 | $138,102-81.7% | $125,381-79.9% | $134,532-81.2% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.7pp | 81.2%-8.5pp |
| Annual return | -20.64% | 750.73%-771.4pp | 572.31%-593.0pp | 418.27%-438.9pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $9,118 | $7,801+16.9% | $7,448+22.4% | $6,401+42.5% |
| Admin fee / account holder | $101 | $11,568-99.1% | $10,007-99.0% | $11,429-99.1% |