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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,067 | $138,102-82.6% | $125,381-80.8% | $134,532-82.1% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -19.36% | 750.73%-770.1pp | 572.31%-591.7pp | 418.27%-437.6pp |
| Employer contribution / active EE | $6,589 | $5,245+25.6% | $4,815+36.8% | $4,741+39.0% |
| Participant deferral / active EE | $4,889 | $7,801-37.3% | $7,448-34.3% | $6,401-23.6% |
| Admin fee / account holder | $15 | $11,568-99.9% | $10,007-99.8% | $11,429-99.9% |