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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,443 | $138,114-56.2% | $125,391-51.8% | $134,545-55.1% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -10.55% | 750.88%-761.4pp | 572.41%-583.0pp | 418.37%-428.9pp |
| Employer contribution / active EE | $3,683 | $5,246-29.8% | $4,816-23.5% | $4,742-22.3% |
| Participant deferral / active EE | $4,367 | $7,801-44.0% | $7,448-41.4% | $6,401-31.8% |
| Admin fee / account holder | $53 | $11,570-99.5% | $10,009-99.5% | $11,431-99.5% |