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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $56,591 | $138,078-59.0% | $125,363-54.9% | $134,509-57.9% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -18.83% | 750.49%-769.3pp | 572.15%-591.0pp | 418.13%-437.0pp |
| Employer contribution / active EE | $2,090 | $5,245-60.2% | $4,815-56.6% | $4,741-55.9% |
| Participant deferral / active EE | $4,055 | $7,800-48.0% | $7,447-45.5% | $6,400-36.6% |
| Admin fee / account holder | $9 | $11,566-99.9% | $10,005-99.9% | $11,427-99.9% |