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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,979 | $82,674-62.5% | $125,363-75.3% | $68,495-54.8% |
| Participation rate | 97.1% | 75.0%+22.0pp | 82.4%+14.7pp | 67.9%+29.2pp |
| Annual return | -18.31% | -5.97%-12.3pp | 572.15%-590.5pp | -7.84%-10.5pp |
| Employer contribution / active EE | $3,790 | $3,382+12.1% | $4,815-21.3% | $2,596+46.0% |
| Participant deferral / active EE | $7,803 | $6,111+27.7% | $7,447+4.8% | $4,028+93.7% |
| Admin fee / account holder | $145 | $6,276-97.7% | $10,005-98.5% | $5,403-97.3% |