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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,774 | $138,114-45.9% | $125,391-40.4% | $134,545-44.4% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -17.53% | 750.88%-768.4pp | 572.41%-589.9pp | 418.37%-435.9pp |
| Employer contribution / active EE | $1,636 | $5,246-68.8% | $4,816-66.0% | $4,742-65.5% |
| Participant deferral / active EE | $6,546 | $7,801-16.1% | $7,448-12.1% | $6,401+2.3% |
| Admin fee / account holder | $229 | $11,570-98.0% | $10,009-97.7% | $11,431-98.0% |