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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,202 | $138,102-69.4% | $125,381-66.3% | $134,532-68.6% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+1.0pp | 81.2%+2.1pp |
| Annual return | -16.63% | 750.73%-767.4pp | 572.31%-588.9pp | 418.27%-434.9pp |
| Employer contribution / active EE | $6,210 | $5,245+18.4% | $4,815+29.0% | $4,741+31.0% |
| Participant deferral / active EE | $10,571 | $7,801+35.5% | $7,448+41.9% | $6,401+65.1% |
| Admin fee / account holder | $232 | $11,568-98.0% | $10,007-97.7% | $11,429-98.0% |