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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,253 | $135,645-59.3% | $110,243-49.9% | $135,379-59.2% |
| Participation rate | 81.3% | 83.5%-2.2pp | 79.8%+1.4pp | 82.6%-1.4pp |
| Annual return | -5.58% | 513.24%-518.8pp | 314.76%-320.3pp | 519.79%-525.4pp |
| Employer contribution / active EE | $1,700 | $4,907-65.4% | $3,827-55.6% | $4,779-64.4% |
| Participant deferral / active EE | $3,475 | $5,507-36.9% | $4,672-25.6% | $5,609-38.1% |
| Admin fee / account holder | $245 | $11,458-97.9% | $8,548-97.1% | $10,828-97.7% |