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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $61,677 | $90,607-31.9% | $79,467-22.4% | $135,380-54.4% |
| Participation rate | 87.5% | 76.0%+11.5pp | 73.3%+14.2pp | 82.6%+4.9pp |
| Annual return | -3.96% | 977.74%-981.7pp | 718.30%-722.3pp | 519.81%-523.8pp |
| Employer contribution / active EE | $1,921 | $3,068-37.4% | $2,800-31.4% | $4,779-59.8% |
| Participant deferral / active EE | $1,872 | $4,050-53.8% | $3,704-49.5% | $5,609-66.6% |
| Admin fee / account holder | $253 | $5,895-95.7% | $5,104-95.0% | $10,828-97.7% |