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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,753 | $138,076-76.3% | $123,553-73.5% | $135,380-75.8% |
| Participation rate | 88.2% | 84.7%+3.5pp | 82.3%+5.9pp | 82.6%+5.6pp |
| Annual return | -6.36% | 153.70%-160.1pp | 119.21%-125.6pp | 519.81%-526.2pp |
| Employer contribution / active EE | $1,269 | $5,152-75.4% | $4,628-72.6% | $4,779-73.4% |
| Participant deferral / active EE | $2,398 | $6,800-64.7% | $6,426-62.7% | $5,609-57.3% |
| Admin fee / account holder | $160 | $10,917-98.5% | $9,284-98.3% | $10,828-98.5% |