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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,698 | $138,078-43.7% | $125,363-38.0% | $134,509-42.2% |
| Participation rate | 70.0% | 84.5%-14.5pp | 82.4%-12.4pp | 81.2%-11.2pp |
| Annual return | -18.10% | 750.49%-768.6pp | 572.15%-590.2pp | 418.13%-436.2pp |
| Employer contribution / active EE | $1,052 | $5,245-79.9% | $4,815-78.2% | $4,741-77.8% |
| Participant deferral / active EE | $8,752 | $7,800+12.2% | $7,447+17.5% | $6,400+36.7% |
| Admin fee / account holder | $254 | $11,566-97.8% | $10,005-97.5% | $11,427-97.8% |