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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,388 | $138,102-3.4% | $125,381+6.4% | $134,532-0.9% |
| Participation rate | 72.7% | 84.5%-11.8pp | 82.4%-9.7pp | 81.2%-8.5pp |
| Annual return | -16.43% | 750.73%-767.2pp | 572.31%-588.7pp | 418.27%-434.7pp |
| Employer contribution / active EE | $1,501 | $5,245-71.4% | $4,815-68.8% | $4,741-68.3% |
| Participant deferral / active EE | $7,973 | $7,801+2.2% | $7,448+7.1% | $6,401+24.6% |
| Admin fee / account holder | $35 | $11,568-99.7% | $10,007-99.7% | $11,429-99.7% |