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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,263 | $90,606-71.0% | $79,466-67.0% | $135,379-80.6% |
| Participation rate | 86.7% | 76.0%+10.6pp | 73.3%+13.3pp | 82.6%+4.0pp |
| Annual return | -4.25% | 977.69%-981.9pp | 718.28%-722.5pp | 519.79%-524.0pp |
| Employer contribution / active EE | $0 | $3,068-100.0% | $2,800-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $998 | $4,050-75.4% | $3,704-73.1% | $5,609-82.2% |
| Admin fee / account holder | $187 | $5,895-96.8% | $5,104-96.3% | $10,828-98.3% |