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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,990 | $138,102-67.4% | $125,381-64.1% | $134,532-66.6% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -15.70% | 750.73%-766.4pp | 572.31%-588.0pp | 418.27%-434.0pp |
| Employer contribution / active EE | $4,098 | $5,245-21.9% | $4,815-14.9% | $4,741-13.6% |
| Participant deferral / active EE | $6,952 | $7,801-10.9% | $7,448-6.7% | $6,401+8.6% |
| Admin fee / account holder | $45 | $11,568-99.6% | $10,007-99.6% | $11,429-99.6% |