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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,648 | $138,078-69.8% | $125,363-66.8% | $134,509-69.0% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -13.82% | 750.49%-764.3pp | 572.15%-586.0pp | 418.13%-432.0pp |
| Employer contribution / active EE | $3,954 | $5,245-24.6% | $4,815-17.9% | $4,741-16.6% |
| Participant deferral / active EE | $3,037 | $7,800-61.1% | $7,447-59.2% | $6,400-52.6% |
| Admin fee / account holder | $183 | $11,566-98.4% | $10,005-98.2% | $11,427-98.4% |