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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $76,883 | $104,106-26.1% | $71,086+8.2% | $135,379-43.2% |
| Participation rate | 80.0% | 65.7%+14.3pp | 54.7%+25.3pp | 82.6%-2.6pp |
| Annual return | -10.86% | 1256.30%-1267.2pp | 650.59%-661.4pp | 519.79%-530.6pp |
| Employer contribution / active EE | $1,411 | $1,485-5.0% | $1,088+29.7% | $4,779-70.5% |
| Participant deferral / active EE | $11,069 | $2,527+338.1% | $1,874+490.6% | $5,609+97.4% |
| Admin fee / account holder | $0 | $4,142-100.0% | $3,082-100.0% | $10,828-100.0% |