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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,188 | $180,459-69.4% | $154,108-64.2% | $135,380-59.2% |
| Participation rate | 90.9% | 87.4%+3.5pp | 83.0%+7.9pp | 82.6%+8.3pp |
| Annual return | -4.91% | 888.21%-893.1pp | 735.21%-740.1pp | 519.81%-524.7pp |
| Employer contribution / active EE | $2,653 | $6,035-56.0% | $5,298-49.9% | $4,779-44.5% |
| Participant deferral / active EE | $4,513 | $5,806-22.3% | $5,081-11.2% | $5,609-19.5% |
| Admin fee / account holder | $284 | $16,145-98.2% | $13,411-97.9% | $10,828-97.4% |