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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,559 | $138,114-69.2% | $125,391-66.1% | $134,545-68.4% |
| Participation rate | 88.9% | 84.5%+4.4pp | 82.4%+6.5pp | 81.2%+7.7pp |
| Annual return | -16.33% | 750.88%-767.2pp | 572.41%-588.7pp | 418.37%-434.7pp |
| Employer contribution / active EE | $7,365 | $5,246+40.4% | $4,816+52.9% | $4,742+55.3% |
| Participant deferral / active EE | $8,223 | $7,801+5.4% | $7,448+10.4% | $6,401+28.5% |
| Admin fee / account holder | $75 | $11,570-99.3% | $10,009-99.2% | $11,431-99.3% |