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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,730 | $88,596-24.7% | $70,098-4.8% | $134,509-50.4% |
| Participation rate | 75.0% | 74.9%+0.1pp | 70.5%+4.5pp | 81.2%-6.2pp |
| Annual return | -18.78% | 442.67%-461.4pp | 190.76%-209.5pp | 418.13%-436.9pp |
| Employer contribution / active EE | $2,502 | $3,235-22.7% | $2,560-2.3% | $4,741-47.2% |
| Participant deferral / active EE | $9,579 | $4,772+100.7% | $3,849+148.9% | $6,400+49.7% |
| Admin fee / account holder | $0 | $10,441-100.0% | $6,266-100.0% | $11,427-100.0% |