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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,994 | $138,114-57.3% | $125,391-53.0% | $134,545-56.2% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -15.17% | 750.88%-766.1pp | 572.41%-587.6pp | 418.37%-433.5pp |
| Employer contribution / active EE | $1,638 | $5,246-68.8% | $4,816-66.0% | $4,742-65.5% |
| Participant deferral / active EE | $11,137 | $7,801+42.8% | $7,448+49.5% | $6,401+74.0% |
| Admin fee / account holder | $288 | $11,570-97.5% | $10,009-97.1% | $11,431-97.5% |