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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,900 | $138,076-67.5% | $123,553-63.7% | $135,380-66.8% |
| Participation rate | 84.6% | 84.7%-0.1pp | 82.3%+2.3pp | 82.6%+2.0pp |
| Annual return | -5.03% | 153.70%-158.7pp | 119.21%-124.2pp | 519.81%-524.8pp |
| Employer contribution / active EE | $1,919 | $5,152-62.7% | $4,628-58.5% | $4,779-59.8% |
| Participant deferral / active EE | $5,407 | $6,800-20.5% | $6,426-15.9% | $5,609-3.6% |
| Admin fee / account holder | $67 | $10,917-99.4% | $9,284-99.3% | $10,828-99.4% |