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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $74,890 | $138,078-45.8% | $125,363-40.3% | $134,509-44.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -20.33% | 750.49%-770.8pp | 572.15%-592.5pp | 418.13%-438.5pp |
| Employer contribution / active EE | $2,534 | $5,245-51.7% | $4,815-47.4% | $4,741-46.6% |
| Participant deferral / active EE | $8,193 | $7,800+5.0% | $7,447+10.0% | $6,400+28.0% |
| Admin fee / account holder | $254 | $11,566-97.8% | $10,005-97.5% | $11,427-97.8% |