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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,561 | $138,114-71.4% | $125,391-68.5% | $134,545-70.6% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -16.61% | 750.88%-767.5pp | 572.41%-589.0pp | 418.37%-435.0pp |
| Employer contribution / active EE | $4,130 | $5,246-21.3% | $4,816-14.2% | $4,742-12.9% |
| Participant deferral / active EE | $5,220 | $7,801-33.1% | $7,448-29.9% | $6,401-18.5% |
| Admin fee / account holder | $254 | $11,570-97.8% | $10,009-97.5% | $11,431-97.8% |