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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,008 | $97,732-69.3% | $83,831-64.2% | $135,380-77.8% |
| Participation rate | 94.1% | 80.0%+14.2pp | 76.1%+18.0pp | 82.6%+11.5pp |
| Annual return | -6.50% | 1287.56%-1294.1pp | 850.99%-857.5pp | 519.81%-526.3pp |
| Employer contribution / active EE | $1,495 | $4,222-64.6% | $3,631-58.8% | $4,779-68.7% |
| Participant deferral / active EE | $3,570 | $4,683-23.8% | $4,082-12.6% | $5,609-36.4% |
| Admin fee / account holder | $163 | $6,675-97.6% | $5,479-97.0% | $10,828-98.5% |