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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,919 | $180,459-77.9% | $154,108-74.1% | $135,380-70.5% |
| Participation rate | 80.0% | 87.4%-7.4pp | 83.0%-3.0pp | 82.6%-2.6pp |
| Annual return | -6.01% | 888.21%-894.2pp | 735.21%-741.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $2,181 | $6,035-63.9% | $5,298-58.8% | $4,779-54.4% |
| Participant deferral / active EE | $7,875 | $5,806+35.6% | $5,081+55.0% | $5,609+40.4% |
| Admin fee / account holder | $31 | $16,145-99.8% | $13,411-99.8% | $10,828-99.7% |