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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,938 | $97,729-47.9% | $83,830-39.2% | $135,379-62.4% |
| Participation rate | 83.3% | 80.0%+3.4pp | 76.1%+7.2pp | 82.6%+0.7pp |
| Annual return | -7.53% | 1287.52%-1295.1pp | 850.97%-858.5pp | 519.79%-527.3pp |
| Employer contribution / active EE | $3,001 | $4,222-28.9% | $3,631-17.4% | $4,779-37.2% |
| Participant deferral / active EE | $5,509 | $4,683+17.6% | $4,082+35.0% | $5,609-1.8% |
| Admin fee / account holder | $144 | $6,674-97.8% | $5,479-97.4% | $10,828-98.7% |