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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $41,361 | $138,114-70.1% | $125,391-67.0% | $134,545-69.3% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -18.95% | 750.88%-769.8pp | 572.41%-591.4pp | 418.37%-437.3pp |
| Employer contribution / active EE | $4,067 | $5,246-22.5% | $4,816-15.5% | $4,742-14.2% |
| Participant deferral / active EE | $7,501 | $7,801-3.8% | $7,448+0.7% | $6,401+17.2% |
| Admin fee / account holder | $16 | $11,570-99.9% | $10,009-99.8% | $11,431-99.9% |