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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $48,821 | $92,684-47.3% | $82,706-41.0% | $134,509-63.7% |
| Participation rate | 80.0% | 75.2%+4.8pp | 72.6%+7.4pp | 81.2%-1.2pp |
| Annual return | -16.21% | 945.84%-962.0pp | 701.76%-718.0pp | 418.13%-434.3pp |
| Employer contribution / active EE | $4,568 | $3,272+39.6% | $3,007+51.9% | $4,741-3.6% |
| Participant deferral / active EE | $0 | $4,800-100.0% | $4,394-100.0% | $6,400-100.0% |
| Admin fee / account holder | $127 | $5,982-97.9% | $5,329-97.6% | $11,427-98.9% |