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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $58,994 | $138,068-57.3% | $125,358-52.9% | $134,493-56.1% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -15.17% | 750.30%-765.5pp | 572.03%-587.2pp | 418.01%-433.2pp |
| Employer contribution / active EE | $1,638 | $5,244-68.8% | $4,814-66.0% | $4,740-65.4% |
| Participant deferral / active EE | $11,137 | $7,799+42.8% | $7,447+49.6% | $6,400+74.0% |
| Admin fee / account holder | $288 | $11,568-97.5% | $10,007-97.1% | $11,425-97.5% |