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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,509 | $138,102-55.5% | $125,381-50.9% | $134,532-54.3% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -18.19% | 750.73%-768.9pp | 572.31%-590.5pp | 418.27%-436.5pp |
| Employer contribution / active EE | $2,992 | $5,245-43.0% | $4,815-37.9% | $4,741-36.9% |
| Participant deferral / active EE | $8,730 | $7,801+11.9% | $7,448+17.2% | $6,401+36.4% |
| Admin fee / account holder | $189 | $11,568-98.4% | $10,007-98.1% | $11,429-98.4% |