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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,629 | $138,078-78.5% | $125,363-76.4% | $134,509-78.0% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -19.45% | 750.49%-769.9pp | 572.15%-591.6pp | 418.13%-437.6pp |
| Employer contribution / active EE | $2,069 | $5,245-60.6% | $4,815-57.0% | $4,741-56.4% |
| Participant deferral / active EE | $5,247 | $7,800-32.7% | $7,447-29.5% | $6,400-18.0% |
| Admin fee / account holder | $281 | $11,566-97.6% | $10,005-97.2% | $11,427-97.5% |