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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $59,546 | $138,102-56.9% | $125,381-52.5% | $134,532-55.7% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -17.43% | 750.73%-768.2pp | 572.31%-589.7pp | 418.27%-435.7pp |
| Employer contribution / active EE | $2,620 | $5,245-50.1% | $4,815-45.6% | $4,741-44.7% |
| Participant deferral / active EE | $7,525 | $7,801-3.5% | $7,448+1.0% | $6,401+17.6% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |