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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,145 | $138,114-79.6% | $125,391-77.6% | $134,545-79.1% |
| Participation rate | 90.9% | 84.5%+6.4pp | 82.4%+8.5pp | 81.2%+9.7pp |
| Annual return | -20.57% | 750.88%-771.5pp | 572.41%-593.0pp | 418.37%-438.9pp |
| Employer contribution / active EE | $5,799 | $5,246+10.5% | $4,816+20.4% | $4,742+22.3% |
| Participant deferral / active EE | $11,122 | $7,801+42.6% | $7,448+49.3% | $6,401+73.7% |
| Admin fee / account holder | $27 | $11,570-99.8% | $10,009-99.7% | $11,431-99.8% |