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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,984 | $138,075-42.1% | $123,552-35.3% | $135,379-40.9% |
| Participation rate | 75.0% | 84.7%-9.7pp | 82.3%-7.3pp | 82.6%-7.6pp |
| Annual return | -8.63% | 153.70%-162.3pp | 119.20%-127.8pp | 519.79%-528.4pp |
| Employer contribution / active EE | $1,218 | $5,152-76.4% | $4,628-73.7% | $4,779-74.5% |
| Participant deferral / active EE | $6,565 | $6,800-3.4% | $6,426+2.2% | $5,609+17.0% |
| Admin fee / account holder | $0 | $10,917-100.0% | $9,285-100.0% | $10,828-100.0% |