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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,429 | $138,114-25.8% | $125,391-18.3% | $134,545-23.9% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -18.69% | 750.88%-769.6pp | 572.41%-591.1pp | 418.37%-437.1pp |
| Employer contribution / active EE | $3,402 | $5,246-35.1% | $4,816-29.4% | $4,742-28.2% |
| Participant deferral / active EE | $11,361 | $7,801+45.6% | $7,448+52.5% | $6,401+77.5% |
| Admin fee / account holder | $89 | $11,570-99.2% | $10,009-99.1% | $11,431-99.2% |