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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,544 | $90,607-89.5% | $79,467-88.0% | $135,380-92.9% |
| Participation rate | 94.4% | 76.0%+18.4pp | 73.3%+21.1pp | 82.6%+11.8pp |
| Annual return | -8.66% | 977.74%-986.4pp | 718.30%-727.0pp | 519.81%-528.5pp |
| Employer contribution / active EE | $2,043 | $3,068-33.4% | $2,800-27.1% | $4,779-57.3% |
| Participant deferral / active EE | $4,217 | $4,050+4.1% | $3,704+13.8% | $5,609-24.8% |
| Admin fee / account holder | $118 | $5,895-98.0% | $5,104-97.7% | $10,828-98.9% |