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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,178 | $138,114-42.7% | $125,391-36.9% | $134,545-41.2% |
| Participation rate | 78.6% | 84.5%-5.9pp | 82.4%-3.8pp | 81.2%-2.7pp |
| Annual return | -16.66% | 750.88%-767.5pp | 572.41%-589.1pp | 418.37%-435.0pp |
| Employer contribution / active EE | $4,277 | $5,246-18.5% | $4,816-11.2% | $4,742-9.8% |
| Participant deferral / active EE | $9,177 | $7,801+17.6% | $7,448+23.2% | $6,401+43.4% |
| Admin fee / account holder | $90 | $11,570-99.2% | $10,009-99.1% | $11,431-99.2% |