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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $77,509 | $138,102-43.9% | $125,381-38.2% | $134,532-42.4% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -18.11% | 750.73%-768.8pp | 572.31%-590.4pp | 418.27%-436.4pp |
| Employer contribution / active EE | $2,772 | $5,245-47.2% | $4,815-42.4% | $4,741-41.5% |
| Participant deferral / active EE | $11,144 | $7,801+42.9% | $7,448+49.6% | $6,401+74.1% |
| Admin fee / account holder | $242 | $11,568-97.9% | $10,007-97.6% | $11,429-97.9% |