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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,398 | $180,462-73.7% | $154,111-69.2% | $135,379-65.0% |
| Participation rate | 77.8% | 87.4%-9.6pp | 83.0%-5.3pp | 82.6%-4.9pp |
| Annual return | -5.24% | 888.17%-893.4pp | 735.18%-740.4pp | 519.79%-525.0pp |
| Employer contribution / active EE | $1,631 | $6,036-73.0% | $5,298-69.2% | $4,779-65.9% |
| Participant deferral / active EE | $3,954 | $5,806-31.9% | $5,081-22.2% | $5,609-29.5% |
| Admin fee / account holder | $0 | $16,145-100.0% | $13,411-100.0% | $10,828-100.0% |