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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,320 | $82,674-51.2% | $125,381-67.8% | $68,486-41.1% |
| Participation rate | 76.7% | 75.1%+1.6pp | 82.4%-5.7pp | 67.9%+8.8pp |
| Annual return | -18.51% | -5.97%-12.5pp | 572.31%-590.8pp | -7.85%-10.7pp |
| Employer contribution / active EE | $8,876 | $3,382+162.5% | $4,815+84.3% | $2,597+241.8% |
| Participant deferral / active EE | $4,288 | $6,111-29.8% | $7,448-42.4% | $4,028+6.5% |
| Admin fee / account holder | $172 | $6,277-97.3% | $10,007-98.3% | $5,404-96.8% |