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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,115 | $138,102-83.3% | $125,381-81.6% | $134,532-82.8% |
| Participation rate | 75.0% | 84.5%-9.5pp | 82.4%-7.4pp | 81.2%-6.2pp |
| Annual return | -15.30% | 750.73%-766.0pp | 572.31%-587.6pp | 418.27%-433.6pp |
| Employer contribution / active EE | $2,854 | $5,245-45.6% | $4,815-40.7% | $4,741-39.8% |
| Participant deferral / active EE | $12,809 | $7,801+64.2% | $7,448+72.0% | $6,401+100.1% |
| Admin fee / account holder | $29 | $11,568-99.7% | $10,007-99.7% | $11,429-99.7% |