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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,562 | $138,102-79.3% | $125,381-77.2% | $134,532-78.8% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -17.61% | 750.73%-768.3pp | 572.31%-589.9pp | 418.27%-435.9pp |
| Employer contribution / active EE | $2,025 | $5,245-61.4% | $4,815-58.0% | $4,741-57.3% |
| Participant deferral / active EE | $4,338 | $7,801-44.4% | $7,448-41.8% | $6,401-32.2% |
| Admin fee / account holder | $94 | $11,568-99.2% | $10,007-99.1% | $11,429-99.2% |