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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,002 | $180,459-76.2% | $154,108-72.1% | $135,380-68.2% |
| Participation rate | 95.5% | 87.4%+8.0pp | 83.0%+12.4pp | 82.6%+12.8pp |
| Annual return | -5.97% | 888.21%-894.2pp | 735.21%-741.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $2,847 | $6,035-52.8% | $5,298-46.3% | $4,779-40.4% |
| Participant deferral / active EE | $4,953 | $5,806-14.7% | $5,081-2.5% | $5,609-11.7% |
| Admin fee / account holder | $14 | $16,145-99.9% | $13,411-99.9% | $10,828-99.9% |