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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,885 | $138,076-69.7% | $123,553-66.1% | $135,380-69.1% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -3.08% | 153.70%-156.8pp | 119.21%-122.3pp | 519.81%-522.9pp |
| Employer contribution / active EE | $6,525 | $5,152+26.7% | $4,628+41.0% | $4,779+36.5% |
| Participant deferral / active EE | $10,538 | $6,800+55.0% | $6,426+64.0% | $5,609+87.9% |
| Admin fee / account holder | $3 | $10,917-100.0% | $9,284-100.0% | $10,828-100.0% |