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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,382 | $90,607-58.7% | $79,467-53.0% | $135,380-72.4% |
| Participation rate | 83.3% | 76.0%+7.3pp | 73.3%+10.0pp | 82.6%+0.7pp |
| Annual return | -3.97% | 977.74%-981.7pp | 718.30%-722.3pp | 519.81%-523.8pp |
| Employer contribution / active EE | $2,287 | $3,068-25.5% | $2,800-18.3% | $4,779-52.1% |
| Participant deferral / active EE | $5,943 | $4,050+46.7% | $3,704+60.5% | $5,609+6.0% |
| Admin fee / account holder | $187 | $5,895-96.8% | $5,104-96.3% | $10,828-98.3% |