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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,188 | $138,076-26.0% | $123,553-17.3% | $135,380-24.5% |
| Participation rate | 71.4% | 84.7%-13.3pp | 82.3%-10.9pp | 82.6%-11.2pp |
| Annual return | -6.03% | 153.70%-159.7pp | 119.21%-125.2pp | 519.81%-525.8pp |
| Employer contribution / active EE | $1,848 | $5,152-64.1% | $4,628-60.1% | $4,779-61.3% |
| Participant deferral / active EE | $9,608 | $6,800+41.3% | $6,426+49.5% | $5,609+71.3% |
| Admin fee / account holder | $14 | $10,917-99.9% | $9,284-99.8% | $10,828-99.9% |