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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,087 | $138,114-58.7% | $125,391-54.5% | $134,545-57.6% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.23% | 750.88%-769.1pp | 572.41%-590.6pp | 418.37%-436.6pp |
| Employer contribution / active EE | $8,619 | $5,246+64.3% | $4,816+79.0% | $4,742+81.8% |
| Participant deferral / active EE | $4,100 | $7,801-47.4% | $7,448-45.0% | $6,401-36.0% |
| Admin fee / account holder | $0 | $11,570-100.0% | $10,009-100.0% | $11,431-100.0% |