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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,389 | $138,102-65.0% | $125,381-61.4% | $134,532-64.0% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -18.84% | 750.73%-769.6pp | 572.31%-591.1pp | 418.27%-437.1pp |
| Employer contribution / active EE | $3,374 | $5,245-35.7% | $4,815-29.9% | $4,741-28.8% |
| Participant deferral / active EE | $10,975 | $7,801+40.7% | $7,448+47.4% | $6,401+71.5% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,429-100.0% |