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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,027 | $138,114-86.9% | $125,391-85.6% | $134,545-86.6% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -19.71% | 750.88%-770.6pp | 572.41%-592.1pp | 418.37%-438.1pp |
| Employer contribution / active EE | $7,974 | $5,246+52.0% | $4,816+65.6% | $4,742+68.2% |
| Participant deferral / active EE | $14,244 | $7,801+82.6% | $7,448+91.2% | $6,401+122.5% |
| Admin fee / account holder | $258 | $11,570-97.8% | $10,009-97.4% | $11,431-97.7% |