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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,466 | $138,078-70.0% | $125,363-66.9% | $134,509-69.2% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -17.76% | 750.49%-768.2pp | 572.15%-589.9pp | 418.13%-435.9pp |
| Employer contribution / active EE | $4,681 | $5,245-10.7% | $4,815-2.8% | $4,741-1.3% |
| Participant deferral / active EE | $7,826 | $7,800+0.3% | $7,447+5.1% | $6,400+22.3% |
| Admin fee / account holder | $0 | $11,566-100.0% | $10,005-100.0% | $11,427-100.0% |