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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,778 | $138,102-85.7% | $125,381-84.2% | $134,532-85.3% |
| Participation rate | 91.7% | 84.5%+7.2pp | 82.4%+9.3pp | 81.2%+10.4pp |
| Annual return | -18.71% | 750.73%-769.4pp | 572.31%-591.0pp | 418.27%-437.0pp |
| Employer contribution / active EE | $2,481 | $5,245-52.7% | $4,815-48.5% | $4,741-47.7% |
| Participant deferral / active EE | $5,225 | $7,801-33.0% | $7,448-29.8% | $6,401-18.4% |
| Admin fee / account holder | $113 | $11,568-99.0% | $10,007-98.9% | $11,429-99.0% |