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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,543 | $138,102-62.0% | $125,381-58.1% | $134,532-60.9% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -16.79% | 750.73%-767.5pp | 572.31%-589.1pp | 418.27%-435.1pp |
| Employer contribution / active EE | $2,144 | $5,245-59.1% | $4,815-55.5% | $4,741-54.8% |
| Participant deferral / active EE | $7,978 | $7,801+2.3% | $7,448+7.1% | $6,401+24.6% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |