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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,015 | $92,766-57.9% | $82,763-52.9% | $134,545-71.0% |
| Participation rate | 82.6% | 75.2%+7.4pp | 72.6%+10.0pp | 81.2%+1.4pp |
| Annual return | -18.17% | 946.97%-965.1pp | 702.45%-720.6pp | 418.37%-436.5pp |
| Employer contribution / active EE | $3,427 | $3,273+4.7% | $3,008+13.9% | $4,742-27.7% |
| Participant deferral / active EE | $4,349 | $4,802-9.4% | $4,395-1.1% | $6,401-32.1% |
| Admin fee / account holder | $196 | $5,978-96.7% | $5,325-96.3% | $11,431-98.3% |