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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,276 | $138,114-59.3% | $125,391-55.1% | $134,545-58.2% |
| Participation rate | 93.3% | 84.5%+8.8pp | 82.4%+10.9pp | 81.2%+12.1pp |
| Annual return | -16.96% | 750.88%-767.8pp | 572.41%-589.4pp | 418.37%-435.3pp |
| Employer contribution / active EE | $4,560 | $5,246-13.1% | $4,816-5.3% | $4,742-3.8% |
| Participant deferral / active EE | $8,108 | $7,801+3.9% | $7,448+8.9% | $6,401+26.7% |
| Admin fee / account holder | $198 | $11,570-98.3% | $10,009-98.0% | $11,431-98.3% |