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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,845 | $138,102-69.7% | $125,381-66.6% | $134,532-68.9% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -19.00% | 750.73%-769.7pp | 572.31%-591.3pp | 418.27%-437.3pp |
| Employer contribution / active EE | $1,874 | $5,245-64.3% | $4,815-61.1% | $4,741-60.5% |
| Participant deferral / active EE | $7,837 | $7,801+0.5% | $7,448+5.2% | $6,401+22.4% |
| Admin fee / account holder | $100 | $11,568-99.1% | $10,007-99.0% | $11,429-99.1% |