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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,648 | $138,114-69.8% | $125,391-66.8% | $134,545-69.0% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -13.82% | 750.88%-764.7pp | 572.41%-586.2pp | 418.37%-432.2pp |
| Employer contribution / active EE | $3,954 | $5,246-24.6% | $4,816-17.9% | $4,742-16.6% |
| Participant deferral / active EE | $3,037 | $7,801-61.1% | $7,448-59.2% | $6,401-52.6% |
| Admin fee / account holder | $183 | $11,570-98.4% | $10,009-98.2% | $11,431-98.4% |