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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,309 | $95,975-54.9% | $74,549-41.9% | $135,379-68.0% |
| Participation rate | 80.0% | 75.7%+4.3pp | 69.1%+10.9pp | 82.6%-2.6pp |
| Annual return | -8.71% | 56.96%-65.7pp | 32.53%-41.2pp | 519.79%-528.5pp |
| Employer contribution / active EE | $6,607 | $2,716+143.2% | $1,961+236.9% | $4,779+38.2% |
| Participant deferral / active EE | $5,287 | $3,844+37.6% | $3,108+70.1% | $5,609-5.7% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,059-100.0% | $10,828-100.0% |