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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,567 | $138,102-83.7% | $125,381-82.0% | $134,532-83.2% |
| Participation rate | 93.8% | 84.5%+9.3pp | 82.4%+11.4pp | 81.2%+12.5pp |
| Annual return | -16.73% | 750.73%-767.5pp | 572.31%-589.0pp | 418.27%-435.0pp |
| Employer contribution / active EE | $2,432 | $5,245-53.6% | $4,815-49.5% | $4,741-48.7% |
| Participant deferral / active EE | $6,983 | $7,801-10.5% | $7,448-6.2% | $6,401+9.1% |
| Admin fee / account holder | $262 | $11,568-97.7% | $10,007-97.4% | $11,429-97.7% |