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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,253 | $138,114-83.9% | $125,391-82.3% | $134,545-83.5% |
| Participation rate | 83.3% | 84.5%-1.2pp | 82.4%+0.9pp | 81.2%+2.1pp |
| Annual return | -11.15% | 750.88%-762.0pp | 572.41%-583.6pp | 418.37%-429.5pp |
| Employer contribution / active EE | $2,756 | $5,246-47.5% | $4,816-42.8% | $4,742-41.9% |
| Participant deferral / active EE | $6,869 | $7,801-12.0% | $7,448-7.8% | $6,401+7.3% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |