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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,670 | $138,102-59.0% | $125,381-54.8% | $134,532-57.9% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -17.79% | 750.73%-768.5pp | 572.31%-590.1pp | 418.27%-436.1pp |
| Employer contribution / active EE | $2,146 | $5,245-59.1% | $4,815-55.4% | $4,741-54.7% |
| Participant deferral / active EE | $4,548 | $7,801-41.7% | $7,448-38.9% | $6,401-28.9% |
| Admin fee / account holder | $109 | $11,568-99.1% | $10,007-98.9% | $11,429-99.0% |