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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,321 | $138,102-80.2% | $125,381-78.2% | $134,532-79.7% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -17.94% | 750.73%-768.7pp | 572.31%-590.2pp | 418.27%-436.2pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $16,021 | $7,801+105.4% | $7,448+115.1% | $6,401+150.3% |
| Admin fee / account holder | $255 | $11,568-97.8% | $10,007-97.5% | $11,429-97.8% |