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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,173 | $138,068-76.0% | $125,358-73.5% | $134,493-75.3% |
| Participation rate | 95.2% | 84.5%+10.8pp | 82.4%+12.9pp | 81.2%+14.0pp |
| Annual return | -16.83% | 750.30%-767.1pp | 572.03%-588.9pp | 418.01%-434.8pp |
| Employer contribution / active EE | $2,668 | $5,244-49.1% | $4,814-44.6% | $4,740-43.7% |
| Participant deferral / active EE | $5,041 | $7,799-35.4% | $7,447-32.3% | $6,400-21.2% |
| Admin fee / account holder | $0 | $11,568-100.0% | $10,007-100.0% | $11,425-100.0% |