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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,015 | $180,466-63.4% | $154,114-57.2% | $135,382-51.2% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -5.85% | 888.15%-894.0pp | 735.16%-741.0pp | 519.77%-525.6pp |
| Employer contribution / active EE | $4,809 | $6,035-20.3% | $5,298-9.2% | $4,779+0.6% |
| Participant deferral / active EE | $2,889 | $5,806-50.2% | $5,081-43.1% | $5,609-48.5% |
| Admin fee / account holder | $41 | $16,144-99.7% | $13,411-99.7% | $10,829-99.6% |