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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $68,012 | $138,078-50.7% | $125,363-45.7% | $134,509-49.4% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -19.83% | 750.49%-770.3pp | 572.15%-592.0pp | 418.13%-438.0pp |
| Employer contribution / active EE | $6,483 | $5,245+23.6% | $4,815+34.7% | $4,741+36.8% |
| Participant deferral / active EE | $13,743 | $7,800+76.2% | $7,447+84.5% | $6,400+114.7% |
| Admin fee / account holder | $103 | $11,566-99.1% | $10,005-99.0% | $11,427-99.1% |