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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,675 | $160,059-69.0% | $140,019-64.5% | $135,380-63.3% |
| Participation rate | 76.9% | 88.5%-11.6pp | 87.5%-10.6pp | 82.6%-5.7pp |
| Annual return | -8.06% | 911.48%-919.5pp | 651.17%-659.2pp | 519.81%-527.9pp |
| Employer contribution / active EE | $2,691 | $6,420-58.1% | $5,605-52.0% | $4,779-43.7% |
| Participant deferral / active EE | $8,994 | $7,641+17.7% | $6,927+29.9% | $5,609+60.4% |
| Admin fee / account holder | $276 | $13,328-97.9% | $10,705-97.4% | $10,828-97.5% |